Lee Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Lee Financial’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
2018 Q4	–	Sell	-1,400	Closed	-$172K	–	483
2018 Q3	$172K	Hold	1,400	–	–	0.04%	132
2018 Q2	$165K	Hold	1,400	–	–	0.04%	176
2018 Q1	$156K	Hold	1,400	–	–	0.04%	172
2017 Q4	$156K	Hold	1,400	–	–	0.05%	128
2017 Q3	$150K	Hold	1,400	–	–	0.05%	123
2017 Q2	$143K	Hold	1,400	–	–	0.05%	128
2017 Q1	$140K	Hold	1,400	–	–	0.06%	122
2016 Q4	$134K	Buy	+1,400	New	+$130K	0.08%	123

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Lee Financial's VXF Position: Q4 2018 in Review

Lee Financial sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 1,400 shares — an estimated $172K sold.

Lee Financial first reported a position in VXF in Q4 2016 and held it in 8 quarters. The position peaked at $172K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

Lee Financial reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 1,400 Vanguard Extended Market ETF shares in Q4 2018, an estimated $172K.
Lee Financial first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 8 quarters.
Lee Financial's Vanguard Extended Market ETF position peaked at $172K in Q3 2018.
346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.