Signature Wealth Management Group’s Vanguard Extended Market ETF VXF Stock Holding History

Signature Wealth Management Group’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 Q1	–	Sell	-2,149	Closed	-$271K	–	85
2019 Q4	$271K	Buy	2,149 +62	+3%	+$7.49K	0.17%	75
2019 Q3	$243K	Buy	2,087 +37	+2%	+$4.36K	0.16%	74
2019 Q2	$246K	Buy	2,050 +164	+9%	+$19.2K	0.16%	74
2019 Q1	$218K	Buy	+1,886	New	+$212K	0.15%	72
2018 Q4	–	Sell	-1,614	Closed	-$173K	–	295
2018 Q3	$173K	Sell	1,614 -104	-6%	-$12.7K	0.13%	71
2018 Q2	$202K	Hold	1,718	–	–	0.15%	68
2018 Q1	$192K	Buy	1,718 +248	+17%	+$28.2K	0.15%	67
2017 Q4	$164K	Buy	+1,470	New	+$161K	0.12%	69

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Signature Wealth Management Group's VXF Position: Q1 2020 in Review

Signature Wealth Management Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 2,149 shares — an estimated $271K sold.

Signature Wealth Management Group first reported a position in VXF in Q4 2017 and held it in 8 quarters. The position peaked at $271K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

Signature Wealth Management Group reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 2,149 Vanguard Extended Market ETF shares in Q1 2020, an estimated $271K.
Signature Wealth Management Group first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 8 quarters.
Signature Wealth Management Group's Vanguard Extended Market ETF position peaked at $271K in Q4 2019.
397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.