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Avantax Planning Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,361
Closed -$167K – 1179
2018
Q3 		$167K Buy
+1,361
New +$166K 0.01% 261
2018
Q2 		– Sell
-1,379
Closed -$154K – 1462
2018
Q1 		$154K Buy
+1,379
New +$157K 0.01% 335

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Avantax Planning Partners's VXF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 1,361 shares — an estimated $167K sold.

Avantax Planning Partners first reported a position in VXF in Q1 2018 and held it in 2 quarters. The position peaked at $167K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,361 Vanguard Extended Market ETF shares in Q4 2018, an estimated $167K.
  • Avantax Planning Partners first reported a position in Vanguard Extended Market ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vanguard Extended Market ETF position peaked at $167K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.