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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

CCA

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

FFA

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

SBSB

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

Transamerica Financial Advisors's VXF Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2016, closing a stake of 145 shares — an estimated $12K sold.

Transamerica Financial Advisors first reported a position in VXF in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q2 2015. 201 funds tracked by Wall St. Rank hold VXF as of Q2 2016.

Transamerica Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 145 Vanguard Extended Market ETF shares in Q2 2016, an estimated $12K.
Transamerica Financial Advisors first reported a position in Vanguard Extended Market ETF in Q2 2013 and held it in 11 quarters.
Transamerica Financial Advisors's Vanguard Extended Market ETF position peaked at $14K in Q2 2015.
201 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.