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Global Financial Private Client’s Vanguard Extended Market ETF VXF Stock Holding History

Global Financial Private Client’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
2020
Q2 		– Sell
-50
Closed -$4.25K – 548
2020
Q1 		$4.25K Hold
50
– – ﹤0.01% 407
2019
Q4 		$6.3K Buy
+50
New +$6.04K 0.01% 406

Other funds holding VXF

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
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 $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Financial Private Client's VXF Position: Q2 2020 in Review

Global Financial Private Client sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 50 shares — an estimated $4.25K sold.

Global Financial Private Client first reported a position in VXF in Q4 2019 and held it in 2 quarters. The position peaked at $6.3K in Q4 2019. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

  • Global Financial Private Client reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Client sold 50 Vanguard Extended Market ETF shares in Q2 2020, an estimated $4.25K.
  • Global Financial Private Client first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 2 quarters.
  • Global Financial Private Client's Vanguard Extended Market ETF position peaked at $6.3K in Q4 2019.
  • 436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

Based on Global Financial Private Client's 13F filing for Q2 2020, filed 16 May 2024.