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Life Planning Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-25
Closed -$4.11K – 249
2023
Q4 		$4.11K Buy
+25
New +$3.67K ﹤0.01% 190
2022
Q3 		$3.18K Hold
25
– – ﹤0.01% 156
2022
Q2 		$3K Buy
+25
New +$3.64K ﹤0.01% 160

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Life Planning Partners's VXF Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2024, closing a stake of 25 shares — an estimated $4.11K sold.

Life Planning Partners first reported a position in VXF in Q2 2022 and held it in 3 quarters. The position peaked at $4.11K in Q4 2023. 775 funds tracked by Wall St. Rank hold VXF as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 25 Vanguard Extended Market ETF shares in Q1 2024, an estimated $4.11K.
  • Life Planning Partners first reported a position in Vanguard Extended Market ETF in Q2 2022 and held it in 3 quarters.
  • Life Planning Partners's Vanguard Extended Market ETF position peaked at $4.11K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.