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

Kingswood 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
2023
Q3 		– Sell
-1,479
Closed -$220K – 477
2023
Q2 		$220K Buy
+1,479
New +$207K 0.07% 239

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kingswood Wealth Advisors's VXF Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2023, closing a stake of 1,479 shares — an estimated $220K sold.

Kingswood Wealth Advisors first reported a position in VXF in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 684 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

  • Kingswood Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,479 Vanguard Extended Market ETF shares in Q3 2023, an estimated $220K.
  • Kingswood Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Vanguard Extended Market ETF position peaked at $220K in Q2 2023.
  • 684 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.