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Peachtree Investment Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Peachtree Investment 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
2024
Q2 		– Sell
-155
Closed -$27.2K – 100
2024
Q1 		$27.2K Buy
+155
New +$25.7K 0.01% 85
2021
Q2 		– Sell
-275
Closed -$49K – 98
2021
Q1 		$49K Buy
+275
New +$48.9K 0.03% 76

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Peachtree Investment Partners's VXF Position: Q2 2024 in Review

Peachtree Investment Partners sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 155 shares — an estimated $27.2K sold.

Peachtree Investment Partners first reported a position in VXF in Q1 2021 and held it in 2 quarters. The position peaked at $49K in Q1 2021. 781 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Peachtree Investment Partners reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Peachtree Investment Partners sold 155 Vanguard Extended Market ETF shares in Q2 2024, an estimated $27.2K.
  • Peachtree Investment Partners first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 2 quarters.
  • Peachtree Investment Partners's Vanguard Extended Market ETF position peaked at $49K in Q1 2021.
  • 781 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Peachtree Investment Partners's 13F filing for Q2 2024, filed 12 Aug 2024.