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Safeguard Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-193
Closed -$28K – 550
2023
Q2 		$28K Buy
+193
New +$27.1K 0.01% 226

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Wealthfront Advisers
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Bank of America
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Safeguard Financial's VXF Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard Extended Market ETF (VXF) in Q3 2023, closing a stake of 193 shares — an estimated $28K sold.

Safeguard Financial first reported a position in VXF in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 684 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard Extended Market ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 193 Vanguard Extended Market ETF shares in Q3 2023, an estimated $28K.
  • Safeguard Financial first reported a position in Vanguard Extended Market ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard Extended Market ETF position peaked at $28K in Q2 2023.
  • 684 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.