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Sunbelt Securities’s Vanguard Extended Market ETF VXF Stock Holding History

Sunbelt Securities’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
2022
Q4 		– Sell
-2,300
Closed -$292K – 470
2022
Q3 		$292K Buy
+2,300
New +$324K 0.06% 335

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's VXF Position: Q4 2022 in Review

Sunbelt Securities sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 2,300 shares — an estimated $292K sold.

Sunbelt Securities first reported a position in VXF in Q3 2022 and held it in 1 quarter. The position peaked at $292K in Q3 2022. 669 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

  • Sunbelt Securities reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
  • Sunbelt Securities sold 2,300 Vanguard Extended Market ETF shares in Q4 2022, an estimated $292K.
  • Sunbelt Securities first reported a position in Vanguard Extended Market ETF in Q3 2022 and held it in 1 quarter.
  • Sunbelt Securities's Vanguard Extended Market ETF position peaked at $292K in Q3 2022.
  • 669 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Sunbelt Securities's 13F filing for Q4 2022, filed 8 Feb 2023.