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McDonald Partners’s Vanguard Extended Market ETF VXF Stock Holding History

McDonald 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
2022
Q3 		– Sell
-3,058
Closed -$401K – 295
2022
Q2 		$401K Hold
3,058
– – 0.1% 201
2022
Q1 		$507K Buy
3,058
+3,046
+25,383% +$501K 0.11% 194
2021
Q4 		$2.19K Sell
12
-3,693
-100% -$694K ﹤0.01% 336
2021
Q3 		$676K Hold
3,705
– – 0.16% 159
2021
Q2 		$699K Hold
3,705
– – 0.17% 153
2021
Q1 		$655K Buy
3,705
+637
+21% +$113K 0.17% 150
2020
Q4 		$505K Buy
+3,068
New +$455K 0.14% 166

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AssetMark Inc
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Fifth Third Bancorp
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BTI
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McDonald Partners's VXF Position: Q3 2022 in Review

McDonald Partners sold out of Vanguard Extended Market ETF (VXF) in Q3 2022, closing a stake of 3,058 shares — an estimated $401K sold.

McDonald Partners first reported a position in VXF in Q4 2020 and held it in 7 quarters. The position peaked at $699K in Q2 2021. 614 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • McDonald Partners reported no remaining Vanguard Extended Market ETF position as of Q3 2022 after selling out during the quarter.
  • McDonald Partners sold 3,058 Vanguard Extended Market ETF shares in Q3 2022, an estimated $401K.
  • McDonald Partners first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 7 quarters.
  • McDonald Partners's Vanguard Extended Market ETF position peaked at $699K in Q2 2021.
  • 614 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.