Lehman & Derafelo Financial Resources’s Vanguard Extended Market ETF VXF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-127	Closed	-$16K	–	202
2022 Q3	$16K	Hold	127	–	–	0.01%	154
2022 Q2	$17K	Buy	+127	New	+$18.5K	0.01%	158
2021 Q4	–	Sell	-127	Closed	-$23K	–	192
2021 Q3	$23K	Hold	127	–	–	0.01%	150
2021 Q2	$24K	Hold	127	–	–	0.01%	171
2021 Q1	$22K	Hold	127	–	–	0.01%	176
2020 Q4	$21K	Hold	127	–	–	0.01%	173
2020 Q3	$16K	Hold	127	–	–	0.01%	217
2020 Q2	$15K	Hold	127	–	–	0.01%	207
2020 Q1	$11K	Buy	+127	New	+$14.8K	﹤0.01%	157

Other funds holding VXF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VXF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 127 shares — an estimated $16K sold.

Lehman & Derafelo Financial Resources first reported a position in VXF in Q1 2020 and held it in 9 quarters. The position peaked at $24K in Q2 2021. 669 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 127 Vanguard Extended Market ETF shares in Q4 2022, an estimated $16K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Extended Market ETF in Q1 2020 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's Vanguard Extended Market ETF position peaked at $24K in Q2 2021.
669 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.