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Laurel Wealth Advisors (California)’s Vanguard Extended Market ETF VXF Stock Holding History

Laurel Wealth Advisors (California)’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
2020
Q1 		– Sell
-3,236
Closed -$408K – 444
2019
Q4 		$408K Sell
3,236
-1,232
-28% -$149K 0.07% 292
2019
Q3 		$520K Buy
4,468
+1,019
+30% +$120K 0.09% 238
2019
Q2 		$409K Buy
3,449
+16
+0.5% +$1.87K 0.09% 246
2019
Q1 		$396K Sell
3,433
-311
-8% -$34.9K 0.1% 237
2018
Q4 		$373K Buy
3,744
+1,579
+73% +$173K 0.11% 211
2018
Q3 		$265K Buy
2,165
+426
+24% +$52.1K 0.07% 310
2018
Q2 		$204K Sell
1,739
-73
-4% -$8.47K 0.05% 355
2018
Q1 		$202K Sell
1,812
-933
-34% -$106K 0.06% 330
2017
Q4 		$306K Buy
2,745
+10
+0.4% +$1.09K 0.09% 247
2017
Q3 		$293K Sell
2,735
-78
-3% -$8.04K 0.1% 222
2017
Q2 		$287K Sell
2,813
-31
-1% -$3.13K 0.1% 216
2017
Q1 		$284K Buy
2,844
+605
+27% +$59.9K 0.11% 205
2016
Q4 		$214K Buy
+2,239
New +$207K 0.09% 221

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VXF Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 3,236 shares — an estimated $408K sold.

Laurel Wealth Advisors (California) first reported a position in VXF in Q4 2016 and held it in 13 quarters. The position peaked at $520K in Q3 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,236 Vanguard Extended Market ETF shares in Q1 2020, an estimated $408K.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 13 quarters.
  • Laurel Wealth Advisors (California)'s Vanguard Extended Market ETF position peaked at $520K in Q3 2019.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.