High Net Worth Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

High Net Worth 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 Q1	–	Sell	-235	Closed	-$31.2K	–	573
2022 Q4	$31.2K	Hold	235	–	–	0.01%	388
2022 Q3	$30K	Hold	235	–	–	0.01%	405
2022 Q2	$31K	Hold	235	–	–	0.01%	391
2022 Q1	$39K	Hold	235	–	–	0.01%	374
2021 Q4	$43K	Buy	+235	New	+$44.2K	0.02%	366

Other funds holding VXF

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

High Net Worth Advisory Group's VXF Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2023, closing a stake of 235 shares — an estimated $31.2K sold.

High Net Worth Advisory Group first reported a position in VXF in Q4 2021 and held it in 5 quarters. The position peaked at $43K in Q4 2021. 661 funds tracked by Wall St. Rank hold VXF as of Q1 2023.

High Net Worth Advisory Group reported no remaining Vanguard Extended Market ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 235 Vanguard Extended Market ETF shares in Q1 2023, an estimated $31.2K.
High Net Worth Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Vanguard Extended Market ETF position peaked at $43K in Q4 2021.
661 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.