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O'Brien Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

O'Brien Wealth 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
2018
Q4 		– Sell
-250
Closed -$31K – 200
2018
Q3 		$31K Buy
+250
New +$30.6K 0.02% 85

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LMIM
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O'Brien Wealth Partners's VXF Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 250 shares — an estimated $31K sold.

O'Brien Wealth Partners first reported a position in VXF in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 250 Vanguard Extended Market ETF shares in Q4 2018, an estimated $31K.
  • O'Brien Wealth Partners first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Extended Market ETF position peaked at $31K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.