U.S. Capital Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-188	Closed	-$25K	–	1526
2022 Q4	$25K	Buy	+188	New	+$25.5K	﹤0.01%	1057
2022 Q1	–	Sell	-1,575	Closed	-$288K	–	762
2021 Q4	$288K	Buy	+1,575	New	+$296K	0.01%	607

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

U.S. Capital Wealth Advisors's VXF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2023, closing a stake of 188 shares — an estimated $25K sold.

U.S. Capital Wealth Advisors first reported a position in VXF in Q4 2021 and held it in 2 quarters. The position peaked at $288K in Q4 2021. 661 funds tracked by Wall St. Rank hold VXF as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 188 Vanguard Extended Market ETF shares in Q1 2023, an estimated $25K.
U.S. Capital Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Vanguard Extended Market ETF position peaked at $288K in Q4 2021.
661 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.