LFA
VXF icon

Legend Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Legend Financial 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
Q2 		– Sell
-50
Closed -$7.01K – 237
2023
Q1 		$7.01K Hold
50
– – 0.01% 175
2022
Q4 		$6.64K Hold
50
– – 0.01% 189
2022
Q3 		$6.36K Buy
+50
New +$7.05K 0.01% 173

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Legend Financial Advisors's VXF Position: Q2 2023 in Review

Legend Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 50 shares — an estimated $7.01K sold.

Legend Financial Advisors first reported a position in VXF in Q3 2022 and held it in 3 quarters. The position peaked at $7.01K in Q1 2023. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

  • Legend Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 50 Vanguard Extended Market ETF shares in Q2 2023, an estimated $7.01K.
  • Legend Financial Advisors first reported a position in Vanguard Extended Market ETF in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Vanguard Extended Market ETF position peaked at $7.01K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.