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

Lighthouse 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
2020
Q1 		– Sell
-114
Closed -$14K – 272
2019
Q4 		$14K Buy
+114
New +$13.8K 0.01% 174

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Bank of America
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AssetMark Inc
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Osaic Holdings
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Lighthouse Financial Advisors's VXF Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 114 shares — an estimated $14K sold.

Lighthouse Financial Advisors first reported a position in VXF in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 114 Vanguard Extended Market ETF shares in Q1 2020, an estimated $14K.
  • Lighthouse Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Vanguard Extended Market ETF position peaked at $14K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.