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NewSquare Capital’s Vanguard Extended Market ETF VXF Stock Holding History

NewSquare Capital’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
2024
Q2 		– Sell
-43
Closed -$7.54K – 462
2024
Q1 		$7.54K Hold
43
– – ﹤0.01% 270
2023
Q4 		$7.07K Hold
43
– – ﹤0.01% 298
2023
Q3 		$6.16K Hold
43
– – ﹤0.01% 361
2023
Q2 		$6.4K Hold
43
– – ﹤0.01% 393
2023
Q1 		$6.03K Buy
+43
New +$6.1K ﹤0.01% 426
2018
Q1 		– Sell
-81
Closed -$9K – 352
2017
Q4 		$9K Buy
+81
New +$8.87K ﹤0.01% 236

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Envestnet Asset Management
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Bank of America
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

NewSquare Capital's VXF Position: Q2 2024 in Review

NewSquare Capital sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 43 shares — an estimated $7.54K sold.

NewSquare Capital first reported a position in VXF in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q4 2017. 782 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • NewSquare Capital reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 43 Vanguard Extended Market ETF shares in Q2 2024, an estimated $7.54K.
  • NewSquare Capital first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 6 quarters.
  • NewSquare Capital's Vanguard Extended Market ETF position peaked at $9K in Q4 2017.
  • 782 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.