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JOYN Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

JOYN 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
2019
Q1 		– Sell
-12
Closed -$1K – 1388
2018
Q4 		$1K Buy
+12
New +$1.31K ﹤0.01% 1688

Other funds holding VXF

Envestnet Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JOYN Advisors's VXF Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

JOYN Advisors first reported a position in VXF in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 371 funds tracked by Wall St. Rank hold VXF as of Q1 2019.

  • JOYN Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 12 Vanguard Extended Market ETF shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 1 quarter.
  • JOYN Advisors's Vanguard Extended Market ETF position peaked at $1K in Q4 2018.
  • 371 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.