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

Minot 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
2022 Q2	$445K	Sell	3,395 -394	-10%	-$57.3K	0.11%	118
2022 Q1	$628K	Buy	3,789 +802	+27%	+$132K	0.14%	111
2021 Q4	$546K	Hold	2,987	–	–	0.11%	122
2021 Q3	$545K	Hold	2,987	–	–	0.12%	122
2021 Q2	$553K	Buy	2,987 +437	+17%	+$79.9K	0.12%	119
2021 Q1	$451K	Hold	2,550	–	–	0.12%	125
2020 Q4	$420K	Hold	2,550	–	–	0.13%	108
2020 Q3	$331K	Hold	2,550	–	–	0.12%	108
2020 Q2	$302K	Hold	2,550	–	–	0.15%	94
2020 Q1	$231K	Hold	2,550	–	–	0.17%	97
2019 Q4	$330K	Buy	+2,550	New	+$308K	0.15%	101

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Minot Wealth Management's VXF Position: Q2 2022 in Review

Minot Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 10% in Q2 2022, selling an estimated $57.3K and leaving 3,395 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #118.

Minot Wealth Management first reported a position in VXF in Q4 2019 and has held it in 11 quarters since. The position peaked at $628K in Q1 2022. 625 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

Minot Wealth Management held 3,395 shares of Vanguard Extended Market ETF worth $445K as of Q2 2022.
Minot Wealth Management sold 394 Vanguard Extended Market ETF shares in Q2 2022, an estimated $57.3K.
Vanguard Extended Market ETF made up 0.11% of Minot Wealth Management's portfolio in Q2 2022, its #118 holding.
Minot Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Vanguard Extended Market ETF position peaked at $628K in Q1 2022.
625 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.