SVWAG
VXF icon

Sound View Wealth Advisors Group’s Vanguard Extended Market ETF VXF Stock Holding History

Sound View Wealth Advisors 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
2023
Q4 		– Sell
-3,300
Closed -$473K – 394
2023
Q3 		$473K Hold
3,300
– – 0.06% 230
2023
Q2 		$491K Hold
3,300
– – 0.06% 223
2023
Q1 		$463K Buy
+3,300
New +$468K 0.06% 228

Other funds holding VXF

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Wealthfront Advisers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citigroup
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return