Transamerica Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-145	Closed	-$12K	–	706
2016 Q1	$12K	Buy	145 +1	+0.7%	+$77	﹤0.01%	531
2015 Q4	$13K	Buy	144 +2	+1%	+$171	﹤0.01%	571
2015 Q3	$12K	Hold	142	–	–	﹤0.01%	560
2015 Q2	$14K	Sell	142 -1	-0.7%	-$93	﹤0.01%	595
2015 Q1	$14K	Buy	143 +139	+3,475%	+$12.4K	﹤0.01%	586
2014 Q4	$1K	Hold	4	–	–	﹤0.01%	702
2014 Q3	$1K	Hold	4	–	–	﹤0.01%	658
2014 Q2	$1K	Hold	4	–	–	﹤0.01%	667
2014 Q1	$1K	Buy	4 +3	+300%	+$251	﹤0.01%	628
2013 Q4	$1K	Buy	+1	New	+$80	﹤0.01%	593
2013 Q3	–	Sell	-1	Closed	-$1K	–	638
2013 Q2	$1K	Buy	+1	New	+$69	﹤0.01%	556

Other funds holding VXF

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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 Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return