GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-135
Closed -$24K – 1105
2021
Q3 		$24K Buy
+135
New +$25.2K ﹤0.01% 468

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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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VXF Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 135 shares — an estimated $24K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VXF in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 135 Vanguard Extended Market ETF shares in Q4 2021, an estimated $24K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Extended Market ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Extended Market ETF position peaked at $24K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.