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Stone House Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Stone House Investment Management’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
Q2 		– Sell
-660
Closed -$76K – 201
2019
Q1 		$76K Buy
+660
New +$74.1K 0.04% 71
2018
Q3 		– Sell
-3,760
Closed -$443K – 59
2018
Q2 		$443K Buy
+3,760
New +$436K 0.28% 33

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone House Investment Management's VXF Position: Q2 2019 in Review

Stone House Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2019, closing a stake of 660 shares — an estimated $76K sold.

Stone House Investment Management first reported a position in VXF in Q2 2018 and held it in 2 quarters. The position peaked at $443K in Q2 2018. 379 funds tracked by Wall St. Rank hold VXF as of Q2 2019.

  • Stone House Investment Management reported no remaining Vanguard Extended Market ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 660 Vanguard Extended Market ETF shares in Q2 2019, an estimated $76K.
  • Stone House Investment Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and held it in 2 quarters.
  • Stone House Investment Management's Vanguard Extended Market ETF position peaked at $443K in Q2 2018.
  • 379 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.