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Global Wealth Strategies & Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Global Wealth Strategies & Associates’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
2024
Q2 		– Sell
-18
Closed -$3.15K – 371
2024
Q1 		$3.15K Sell
18
-89
-83% -$14.8K ﹤0.01% 255
2023
Q4 		$17.6K Buy
+107
New +$15.7K 0.01% 130

Other funds holding VXF

Morgan Stanley
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Global Wealth Strategies & Associates's VXF Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 18 shares — an estimated $3.15K sold.

Global Wealth Strategies & Associates first reported a position in VXF in Q4 2023 and held it in 2 quarters. The position peaked at $17.6K in Q4 2023. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 18 Vanguard Extended Market ETF shares in Q2 2024, an estimated $3.15K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Vanguard Extended Market ETF position peaked at $17.6K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.