DWM
VXF icon

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

Doyle 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
2019
Q3 		– Sell
-583
Closed -$69K – 757
2019
Q2 		$69K Buy
+583
New +$68.1K 0.01% 308
2019
Q1 		– Sell
-130
Closed -$13K – 751
2018
Q4 		$13K Buy
+130
New +$14.3K ﹤0.01% 587

Other funds holding VXF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Doyle Wealth Management's VXF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 583 shares — an estimated $69K sold.

Doyle Wealth Management first reported a position in VXF in Q4 2018 and held it in 2 quarters. The position peaked at $69K in Q2 2019. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 583 Vanguard Extended Market ETF shares in Q3 2019, an estimated $69K.
  • Doyle Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Vanguard Extended Market ETF position peaked at $69K in Q2 2019.
  • 376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.