Asset Planning Services (Pennsylvania)’s Vanguard Extended Market ETF VXF Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-19	Closed	-$2K	–	287
2019 Q2	$2K	Buy	19 +1	+6%	+$117	﹤0.01%	246
2019 Q1	$2K	Sell	18 -1	-5%	-$112	﹤0.01%	246
2018 Q4	$2K	Buy	19 +1	+6%	+$110	﹤0.01%	247
2018 Q3	$2K	Buy	18 +1	+6%	+$122	﹤0.01%	251
2018 Q2	$2K	Sell	17 -1	-6%	-$116	﹤0.01%	249
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	254
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	260
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	279
2017 Q2	$2K	Buy	+18	New	+$1.81K	﹤0.01%	284

Other funds holding VXF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VXF Position: Q3 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 19 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in VXF in Q2 2017 and held it in 9 quarters. The position peaked at $2K in Q2 2019. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

Asset Planning Services (Pennsylvania) reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 19 Vanguard Extended Market ETF shares in Q3 2019, an estimated $2K.
Asset Planning Services (Pennsylvania) first reported a position in Vanguard Extended Market ETF in Q2 2017 and held it in 9 quarters.
Asset Planning Services (Pennsylvania)'s Vanguard Extended Market ETF position peaked at $2K in Q2 2019.
376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2019, filed 8 Nov 2019.