Cornerstone Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Cornerstone Wealth Management’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
2020 Q1	–	Sell	-2,147	Closed	-$271K	–	382
2019 Q4	$271K	Sell	2,147 -36	-2%	-$4.35K	0.04%	283
2019 Q3	$254K	Sell	2,183 -71	-3%	-$8.36K	0.04%	292
2019 Q2	$268K	Sell	2,254 -1,044	-32%	-$122K	0.05%	298
2019 Q1	$379K	Buy	+3,298	New	+$370K	0.05%	323
2018 Q3	–	Sell	-146,059	Closed	-$1.23M	–	1564
2018 Q2	$1.23M	Buy	+146,059	New	+$16.9M	0.01%	692

Other funds holding VXF

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Cornerstone Wealth Management's VXF Position: Q1 2020 in Review

Cornerstone Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 2,147 shares — an estimated $271K sold.

Cornerstone Wealth Management first reported a position in VXF in Q2 2018 and held it in 5 quarters. The position peaked at $1.23M in Q2 2018. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

Cornerstone Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 2,147 Vanguard Extended Market ETF shares in Q1 2020, an estimated $271K.
Cornerstone Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and held it in 5 quarters.
Cornerstone Wealth Management's Vanguard Extended Market ETF position peaked at $1.23M in Q2 2018.
397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Cornerstone Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.