Rowland Carmichael Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$24K	Hold	146	–	–	0.01%	334
2020 Q3	$19K	Hold	146	–	–	0.01%	317
2020 Q2	$17K	Buy	146 +8	+6%	+$859	0.01%	310
2020 Q1	$12K	Hold	138	–	–	0.01%	298
2019 Q4	$17K	Hold	138	–	–	0.01%	331
2019 Q3	$16K	Buy	138 +17	+14%	+$2K	0.01%	332
2019 Q2	$14K	Hold	121	–	–	﹤0.01%	310
2019 Q1	$14K	Hold	121	–	–	0.01%	308
2018 Q4	$12K	Sell	121 -39	-24%	-$4.28K	0.01%	281
2018 Q3	$20K	Sell	160 -41	-20%	-$5.01K	0.01%	323
2018 Q2	$24K	Sell	201 -109	-35%	-$12.6K	0.01%	320
2018 Q1	$35K	Hold	310	–	–	0.02%	279
2017 Q4	$35K	Hold	310	–	–	0.02%	290
2017 Q3	$33K	Buy	+310	New	+$32K	0.02%	267
2016 Q2	–	Sell	-195	Closed	-$16K	–	313
2016 Q1	$16K	Buy	+195	New	+$15.1K	0.01%	195

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Rowland Carmichael Advisors's VXF Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q4 2020 at 146 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #334.

Rowland Carmichael Advisors first reported a position in VXF in Q1 2016 and has held it in 15 quarters since. The position peaked at $35K in Q1 2018. 535 funds tracked by Wall St. Rank hold VXF as of Q4 2020.

Rowland Carmichael Advisors held 146 shares of Vanguard Extended Market ETF worth $24K as of Q4 2020.
Rowland Carmichael Advisors left its Vanguard Extended Market ETF share count unchanged in Q4 2020.
Vanguard Extended Market ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #334 holding.
Rowland Carmichael Advisors first reported a position in Vanguard Extended Market ETF in Q1 2016 and has held it in 15 quarters since.
Rowland Carmichael Advisors's Vanguard Extended Market ETF position peaked at $35K in Q1 2018.
535 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.