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Investmark Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

Investmark 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
2022
Q1 		– Sell
-45
Closed -$8K – 357
2021
Q4 		$8K Buy
+45
New +$8.46K 0.01% 307

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investmark Advisory Group's VXF Position: Q1 2022 in Review

Investmark Advisory Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 45 shares — an estimated $8K sold.

Investmark Advisory Group first reported a position in VXF in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

  • Investmark Advisory Group reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 45 Vanguard Extended Market ETF shares in Q1 2022, an estimated $8K.
  • Investmark Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Vanguard Extended Market ETF position peaked at $8K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.