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Carolinas Wealth Consulting’s Vanguard Extended Market ETF VXF Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-7
Closed -$1.11K – 1161
2023
Q4 		$1.11K Buy
+7
New +$1.03K ﹤0.01% 822
2023
Q3 		– Sell
-2,440
Closed -$364K – 1129
2023
Q2 		$364K Buy
+2,440
New +$342K 0.07% 125

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolinas Wealth Consulting's VXF Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Vanguard Extended Market ETF (VXF) in Q1 2024, closing a stake of 7 shares — an estimated $1.11K sold.

Carolinas Wealth Consulting first reported a position in VXF in Q2 2023 and held it in 2 quarters. The position peaked at $364K in Q2 2023. 774 funds tracked by Wall St. Rank hold VXF as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Vanguard Extended Market ETF position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Vanguard Extended Market ETF shares in Q1 2024, an estimated $1.11K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Extended Market ETF in Q2 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Vanguard Extended Market ETF position peaked at $364K in Q2 2023.
  • 774 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.