Great Point Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Great Point Wealth Advisors’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
2022 Q1	–	Sell	-1,161	Closed	-$212K	–	66
2021 Q4	$212K	Buy	1,161 +1	+0.1%	+$188	0.06%	58
2021 Q3	$212K	Hold	1,160	–	–	0.07%	50
2021 Q2	$219K	Hold	1,160	–	–	0.08%	52
2021 Q1	$205K	Buy	+1,160	New	+$206K	0.08%	50

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Point Wealth Advisors's VXF Position: Q1 2022 in Review

Great Point Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 1,161 shares — an estimated $212K sold.

Great Point Wealth Advisors first reported a position in VXF in Q1 2021 and held it in 4 quarters. The position peaked at $219K in Q2 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Great Point Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
Great Point Wealth Advisors sold 1,161 Vanguard Extended Market ETF shares in Q1 2022, an estimated $212K.
Great Point Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 4 quarters.
Great Point Wealth Advisors's Vanguard Extended Market ETF position peaked at $219K in Q2 2021.
664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Great Point Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.