RVW Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

RVW 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
2023 Q4	–	Sell	-392	Closed	-$56.2K	–	360
2023 Q3	$56.2K	Buy	+392	New	+$58.8K	0.01%	220

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RVW Wealth's VXF Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Extended Market ETF (VXF) in Q4 2023, closing a stake of 392 shares — an estimated $56.2K sold.

RVW Wealth first reported a position in VXF in Q3 2023 and held it in 1 quarter. The position peaked at $56.2K in Q3 2023. 766 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

RVW Wealth reported no remaining Vanguard Extended Market ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 392 Vanguard Extended Market ETF shares in Q4 2023, an estimated $56.2K.
RVW Wealth first reported a position in Vanguard Extended Market ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's Vanguard Extended Market ETF position peaked at $56.2K in Q3 2023.
766 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.