CFO4Life Group’s Vanguard Extended Market ETF VXF Stock Holding History

CFO4Life Group’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
2023 Q1	–	Sell	-1,730	Closed	-$230K	–	186
2022 Q4	$230K	Sell	1,730 -60	-3%	-$8.13K	0.05%	154
2022 Q3	$228K	Sell	1,790 -357	-17%	-$50.3K	0.06%	121
2022 Q2	$287K	Sell	2,147 -86,186	-98%	-$12.5M	0.07%	115
2022 Q1	$14.6M	Buy	88,333 +6,220	+8%	+$1.02M	3.07%	9
2021 Q4	$15M	Buy	82,113 +6,374	+8%	+$1.2M	3.1%	9
2021 Q3	$13.8M	Buy	75,739 +7,500	+11%	+$1.4M	3.22%	9
2021 Q2	$12.9M	Buy	68,239 +4,390	+7%	+$802K	2.97%	9
2021 Q1	$11.3M	Buy	+63,849	New	+$11.3M	2.81%	9

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFO4Life Group's VXF Position: Q1 2023 in Review

CFO4Life Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2023, closing a stake of 1,730 shares — an estimated $230K sold.

CFO4Life Group first reported a position in VXF in Q1 2021 and held it in 8 quarters. The position peaked at $15M in Q4 2021. 662 funds tracked by Wall St. Rank hold VXF as of Q1 2023.

CFO4Life Group reported no remaining Vanguard Extended Market ETF position as of Q1 2023 after selling out during the quarter.
CFO4Life Group sold 1,730 Vanguard Extended Market ETF shares in Q1 2023, an estimated $230K.
CFO4Life Group first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 8 quarters.
CFO4Life Group's Vanguard Extended Market ETF position peaked at $15M in Q4 2021.
662 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2023.

Based on CFO4Life Group's 13F filing for Q1 2023, filed 3 May 2023.