McKinley Carter Wealth Services’s Vanguard Extended Market ETF VXF Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-1,448	Closed	-$240K	–	305
2022 Q1	$240K	Buy	1,448 +11	+0.8%	+$1.81K	0.02%	263
2021 Q4	$263K	Buy	1,437 +153	+12%	+$28.8K	0.02%	256
2021 Q3	$234K	Sell	1,284 -72	-5%	-$13.4K	0.02%	267
2021 Q2	$256K	Buy	1,356 +11	+0.8%	+$2.01K	0.02%	253
2021 Q1	$238K	Buy	1,345 +41	+3%	+$7.28K	0.02%	267
2020 Q4	$215K	Buy	+1,304	New	+$193K	0.03%	245

Other funds holding VXF

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

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

BTI

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

McKinley Carter Wealth Services's VXF Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Vanguard Extended Market ETF (VXF) in Q2 2022, closing a stake of 1,448 shares — an estimated $240K sold.

McKinley Carter Wealth Services first reported a position in VXF in Q4 2020 and held it in 6 quarters. The position peaked at $263K in Q4 2021. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

McKinley Carter Wealth Services reported no remaining Vanguard Extended Market ETF position as of Q2 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,448 Vanguard Extended Market ETF shares in Q2 2022, an estimated $240K.
McKinley Carter Wealth Services first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 6 quarters.
McKinley Carter Wealth Services's Vanguard Extended Market ETF position peaked at $263K in Q4 2021.
623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.