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

TRUE Private 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
2021 Q1	–	Sell	-258	Closed	-$42K	–	696
2020 Q4	$42K	Hold	258	–	–	0.01%	371
2020 Q3	$33K	Hold	258	–	–	0.01%	376
2020 Q2	$30K	Hold	258	–	–	0.01%	377
2020 Q1	$23K	Hold	258	–	–	﹤0.01%	368
2019 Q4	$32K	Buy	+258	New	+$31.2K	﹤0.01%	425
2019 Q3	–	Sell	-258	Closed	-$30K	–	706
2019 Q2	$30K	Buy	+258	New	+$30.1K	0.01%	404
2018 Q4	–	Sell	-969	Closed	-$119K	–	898
2018 Q3	$119K	Buy	+969	New	+$118K	0.02%	325

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TRUE Private Wealth Advisors's VXF Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2021, closing a stake of 258 shares — an estimated $42K sold.

TRUE Private Wealth Advisors first reported a position in VXF in Q3 2018 and held it in 7 quarters. The position peaked at $119K in Q3 2018. 585 funds tracked by Wall St. Rank hold VXF as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 258 Vanguard Extended Market ETF shares in Q1 2021, an estimated $42K.
TRUE Private Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Vanguard Extended Market ETF position peaked at $119K in Q3 2018.
585 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.