TCI Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

TCI Wealth Advisors’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 Q3	–	Sell	-181	Closed	-$24K	–	2611
2022 Q2	$24K	Hold	181	–	–	﹤0.01%	588
2022 Q1	$30K	Buy	+181	New	+$29.8K	﹤0.01%	541
2021 Q4	–	Sell	-172	Closed	-$31K	–	2542
2021 Q3	$31K	Hold	172	–	–	﹤0.01%	538
2021 Q2	$32K	Hold	172	–	–	0.01%	505
2021 Q1	$30K	Hold	172	–	–	0.01%	484
2020 Q4	$28K	Hold	172	–	–	0.01%	434
2020 Q3	$22K	Hold	172	–	–	0.01%	439
2020 Q2	$20K	Buy	+172	New	+$18.5K	0.01%	451
2017 Q2	–	Hold	0	–	–	–	1234
2016 Q4	–	Sell	-228	Closed	-$21K	–	1456
2016 Q3	$21K	Buy	+228	New	+$20.5K	0.01%	445

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's VXF Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2022, closing a stake of 181 shares — an estimated $24K sold.

TCI Wealth Advisors first reported a position in VXF in Q3 2016 and held it in 9 quarters. The position peaked at $32K in Q2 2021. 614 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

TCI Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 181 Vanguard Extended Market ETF shares in Q3 2022, an estimated $24K.
TCI Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2016 and held it in 9 quarters.
TCI Wealth Advisors's Vanguard Extended Market ETF position peaked at $32K in Q2 2021.
614 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.