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Shufro Rose & Co’s Vanguard Extended Market ETF VXF Stock Holding History

Shufro Rose & Co’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
2019
Q4 		– Sell
-138
Closed -$16K – 349
2019
Q3 		$16K Buy
+138
New +$16.2K ﹤0.01% 327

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Shufro Rose & Co's VXF Position: Q4 2019 in Review

Shufro Rose & Co sold out of Vanguard Extended Market ETF (VXF) in Q4 2019, closing a stake of 138 shares — an estimated $16K sold.

Shufro Rose & Co first reported a position in VXF in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 432 funds tracked by Wall St. Rank hold VXF as of Q4 2019.

  • Shufro Rose & Co reported no remaining Vanguard Extended Market ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 138 Vanguard Extended Market ETF shares in Q4 2019, an estimated $16K.
  • Shufro Rose & Co first reported a position in Vanguard Extended Market ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's Vanguard Extended Market ETF position peaked at $16K in Q3 2019.
  • 432 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.