Tower View Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Tower View Wealth 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
2020 Q1	–	Sell	-418	Closed	-$53K	–	144
2019 Q4	$53K	Buy	418 +2	+0.5%	+$242	0.04%	82
2019 Q3	$48K	Buy	416 +2	+0.5%	+$235	0.04%	82
2019 Q2	$49K	Buy	414 +2	+0.5%	+$234	0.04%	78
2019 Q1	$48K	Hold	412	–	–	0.04%	77
2018 Q4	$41K	Buy	412 +4	+1%	+$438	0.04%	80
2018 Q3	$50K	Buy	408 +1	+0.2%	+$122	0.04%	91
2018 Q2	$48K	Buy	407 +1	+0.2%	+$116	0.05%	89
2018 Q1	$45K	Hold	406	–	–	0.05%	91
2017 Q4	$45K	Buy	+406	New	+$44.5K	0.04%	93

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

Tower View Wealth Management's VXF Position: Q1 2020 in Review

Tower View Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 418 shares — an estimated $53K sold.

Tower View Wealth Management first reported a position in VXF in Q4 2017 and held it in 9 quarters. The position peaked at $53K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

Tower View Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
Tower View Wealth Management sold 418 Vanguard Extended Market ETF shares in Q1 2020, an estimated $53K.
Tower View Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 9 quarters.
Tower View Wealth Management's Vanguard Extended Market ETF position peaked at $53K in Q4 2019.
397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Tower View Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.