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Fortitude Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

Fortitude Advisory 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
Q2 		– Sell
-1,480
Closed -$207K – 234
2023
Q1 		$207K Buy
+1,480
New +$210K 0.16% 183

Other funds holding VXF

Envestnet Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortitude Advisory Group's VXF Position: Q2 2023 in Review

Fortitude Advisory Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 1,480 shares — an estimated $207K sold.

Fortitude Advisory Group first reported a position in VXF in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

  • Fortitude Advisory Group reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,480 Vanguard Extended Market ETF shares in Q2 2023, an estimated $207K.
  • Fortitude Advisory Group first reported a position in Vanguard Extended Market ETF in Q1 2023 and held it in 1 quarter.
  • Fortitude Advisory Group's Vanguard Extended Market ETF position peaked at $207K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.