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Oxler Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Oxler Private Wealth’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
2021
Q1 		– Sell
-94
Closed -$15K – 216
2020
Q4 		$15K Buy
+94
New +$13.9K 0.01% 188

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AssetMark Inc
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Cambridge Investment Research Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
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SWM
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Thrivent Financial for Lutherans
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Oxler Private Wealth's VXF Position: Q1 2021 in Review

Oxler Private Wealth sold out of Vanguard Extended Market ETF (VXF) in Q1 2021, closing a stake of 94 shares — an estimated $15K sold.

Oxler Private Wealth first reported a position in VXF in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 585 funds tracked by Wall St. Rank hold VXF as of Q1 2021.

  • Oxler Private Wealth reported no remaining Vanguard Extended Market ETF position as of Q1 2021 after selling out during the quarter.
  • Oxler Private Wealth sold 94 Vanguard Extended Market ETF shares in Q1 2021, an estimated $15K.
  • Oxler Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 1 quarter.
  • Oxler Private Wealth's Vanguard Extended Market ETF position peaked at $15K in Q4 2020.
  • 585 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2021.

Based on Oxler Private Wealth's 13F filing for Q1 2021, filed 3 May 2021.