Certified Advisory Corp’s Vanguard Extended Market ETF VXF Stock Holding History

Certified Advisory Corp’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
2022 Q1	–	Sell	-2,384	Closed	-$436K	–	267
2021 Q4	$436K	Buy	2,384 +8	+0.3%	+$1.5K	0.1%	166
2021 Q3	$433K	Buy	2,376 +2	+0.1%	+$373	0.11%	158
2021 Q2	$448K	Buy	2,374 +5	+0.2%	+$914	0.11%	155
2021 Q1	$419K	Buy	+2,369	New	+$421K	0.11%	148
2019 Q4	–	Sell	-42	Closed	-$5K	–	849
2019 Q3	$5K	Hold	42	–	–	﹤0.01%	681
2019 Q2	$5K	Hold	42	–	–	﹤0.01%	692
2019 Q1	$5K	Hold	42	–	–	﹤0.01%	640
2018 Q4	$4K	Hold	42	–	–	﹤0.01%	654
2018 Q3	$5K	Hold	42	–	–	﹤0.01%	667
2018 Q2	$5K	Hold	42	–	–	﹤0.01%	641
2018 Q1	$4K	Hold	42	–	–	﹤0.01%	626
2017 Q4	$4K	Buy	+42	New	+$4.6K	﹤0.01%	591

Other funds holding VXF

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's VXF Position: Q1 2022 in Review

Certified Advisory Corp sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 2,384 shares — an estimated $436K sold.

Certified Advisory Corp first reported a position in VXF in Q4 2017 and held it in 12 quarters. The position peaked at $448K in Q2 2021. 665 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Certified Advisory Corp reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
Certified Advisory Corp sold 2,384 Vanguard Extended Market ETF shares in Q1 2022, an estimated $436K.
Certified Advisory Corp first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Vanguard Extended Market ETF position peaked at $448K in Q2 2021.
665 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Certified Advisory Corp's 13F filing for Q1 2022, filed 13 May 2022.