KFS
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Kelly Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Kelly Financial Services’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
2021
Q2 		– Sell
-56
Closed -$9.89K – 671
2021
Q1 		$9.89K Hold
56
– – 0.01% 304
2020
Q4 		$9.18K Buy
56
+1
+2% +$148 0.01% 287
2020
Q3 		$7.17K Sell
55
-51
-48% -$6.49K 0.01% 287
2020
Q2 		$12.6K Hold
106
– – 0.01% 214
2020
Q1 		$9.64K Buy
106
+55
+108% +$6.4K 0.01% 213
2019
Q4 		$6.46K Buy
+51
New +$6.16K ﹤0.01% 274

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kelly Financial Services's VXF Position: Q2 2021 in Review

Kelly Financial Services sold out of Vanguard Extended Market ETF (VXF) in Q2 2021, closing a stake of 56 shares — an estimated $9.89K sold.

Kelly Financial Services first reported a position in VXF in Q4 2019 and held it in 6 quarters. The position peaked at $12.6K in Q2 2020. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

  • Kelly Financial Services reported no remaining Vanguard Extended Market ETF position as of Q2 2021 after selling out during the quarter.
  • Kelly Financial Services sold 56 Vanguard Extended Market ETF shares in Q2 2021, an estimated $9.89K.
  • Kelly Financial Services first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 6 quarters.
  • Kelly Financial Services's Vanguard Extended Market ETF position peaked at $12.6K in Q2 2020.
  • 623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.