MWM
VXF icon

Maltin Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Maltin Wealth Management’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
-188
Closed -$24K – 140
2019
Q4 		$24K Buy
+188
New +$22.7K 0.02% 99

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Morgan Stanley
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Bank of America
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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

Maltin Wealth Management's VXF Position: Q1 2020 in Review

Maltin Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 188 shares — an estimated $24K sold.

Maltin Wealth Management first reported a position in VXF in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Maltin Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 188 Vanguard Extended Market ETF shares in Q1 2020, an estimated $24K.
  • Maltin Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Vanguard Extended Market ETF position peaked at $24K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.