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Planned Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

Planned Solutions’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
Q4 		– Sell
-267
Closed -$48.6K – 634
2024
Q3 		$48.6K Buy
+267
New +$46.7K 0.02% 306
2024
Q1 		– Sell
-267
Closed -$43.9K – 549
2023
Q4 		$43.9K Buy
+267
New +$39.2K 0.02% 298
2021
Q1 		– Sell
-267
Closed -$44K – 407
2020
Q4 		$44K Hold
267
– – 0.04% 222
2020
Q3 		$35K Buy
+267
New +$34K 0.03% 183

Other funds holding VXF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Planned Solutions's VXF Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 267 shares — an estimated $48.6K sold.

Planned Solutions first reported a position in VXF in Q3 2020 and held it in 4 quarters. The position peaked at $48.6K in Q3 2024. 902 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 267 Vanguard Extended Market ETF shares in Q4 2024, an estimated $48.6K.
  • Planned Solutions first reported a position in Vanguard Extended Market ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Extended Market ETF position peaked at $48.6K in Q3 2024.
  • 902 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.