WealthPlan Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

WealthPlan Investment 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
2023 Q3	–	Sell	-548	Closed	-$81.6K	–	356
2023 Q2	$81.6K	Hold	548	–	–	0.02%	167
2023 Q1	$76.8K	Sell	548 -8,603	-94%	-$1.22M	0.01%	216
2022 Q4	$1.36M	Buy	9,151 +307	+3%	+$41.6K	0.09%	154
2022 Q3	$1.21M	Buy	+8,844	New	+$1.25M	0.09%	155

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WealthPlan Investment Management's VXF Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2023, closing a stake of 548 shares — an estimated $81.6K sold.

WealthPlan Investment Management first reported a position in VXF in Q3 2022 and held it in 4 quarters. The position peaked at $1.36M in Q4 2022. 684 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

WealthPlan Investment Management reported no remaining Vanguard Extended Market ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 548 Vanguard Extended Market ETF shares in Q3 2023, an estimated $81.6K.
WealthPlan Investment Management first reported a position in Vanguard Extended Market ETF in Q3 2022 and held it in 4 quarters.
WealthPlan Investment Management's Vanguard Extended Market ETF position peaked at $1.36M in Q4 2022.
684 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.