Financial Architects (New Jersey)’s Vanguard Extended Market ETF VXF Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-66	Closed	-$8K	–	1518
2018 Q2	$8K	Hold	66	–	–	﹤0.01%	1052
2018 Q1	$7K	Sell	66 -410	-86%	-$46.6K	﹤0.01%	1186
2017 Q4	$53K	Buy	476 +410	+621%	+$44.9K	0.01%	669
2017 Q3	$7K	Sell	66 -243	-79%	-$25.1K	﹤0.01%	1223
2017 Q2	$32K	Buy	309 +32	+12%	+$3.23K	0.01%	828
2017 Q1	$28K	Buy	277 +147	+113%	+$14.5K	0.01%	846
2016 Q4	$12K	Buy	130 +69	+113%	+$6.38K	﹤0.01%	971
2016 Q3	$6K	Sell	61 -68	-53%	-$6.1K	﹤0.01%	1123
2016 Q2	$11K	Hold	129	–	–	﹤0.01%	959
2016 Q1	$11K	Buy	+129	New	+$9.97K	﹤0.01%	733

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Financial Architects (New Jersey)'s VXF Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Vanguard Extended Market ETF (VXF) in Q3 2018, closing a stake of 66 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in VXF in Q1 2016 and held it in 10 quarters. The position peaked at $53K in Q4 2017. 333 funds tracked by Wall St. Rank hold VXF as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Vanguard Extended Market ETF position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 66 Vanguard Extended Market ETF shares in Q3 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Vanguard Extended Market ETF in Q1 2016 and held it in 10 quarters.
Financial Architects (New Jersey)'s Vanguard Extended Market ETF position peaked at $53K in Q4 2017.
333 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.