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Financial Freedom LLC’s Vanguard Extended Market ETF VXF Stock Holding History

Financial Freedom LLC’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
Q4 		– Sell
-258
Closed -$37K – 375
2023
Q3 		$37K Hold
258
– – 0.03% 167
2023
Q2 		$38.4K Sell
258
-229
-47% -$32.1K 0.03% 161
2023
Q1 		$68.2K Sell
487
-117
-19% -$16.6K 0.05% 133
2022
Q4 		$80.3K Buy
+604
New +$81.8K 0.05% 122

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Freedom LLC's VXF Position: Q4 2023 in Review

Financial Freedom LLC sold out of Vanguard Extended Market ETF (VXF) in Q4 2023, closing a stake of 258 shares — an estimated $37K sold.

Financial Freedom LLC first reported a position in VXF in Q4 2022 and held it in 4 quarters. The position peaked at $80.3K in Q4 2022. 764 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

  • Financial Freedom LLC reported no remaining Vanguard Extended Market ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 258 Vanguard Extended Market ETF shares in Q4 2023, an estimated $37K.
  • Financial Freedom LLC first reported a position in Vanguard Extended Market ETF in Q4 2022 and held it in 4 quarters.
  • Financial Freedom LLC's Vanguard Extended Market ETF position peaked at $80.3K in Q4 2022.
  • 764 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Financial Freedom LLC's 13F filing for Q4 2023, filed 24 Jan 2024.