Weaver Consulting Group’s Vanguard Extended Market ETF VXF Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-200	Closed	-$26K	–	893
2020 Q3	$26K	Hold	200	–	–	0.02%	369
2020 Q2	$24K	Hold	200	–	–	0.01%	366
2020 Q1	$18K	Sell	200 -200	-50%	-$23.3K	0.01%	347
2019 Q4	$47K	Hold	400	–	–	0.03%	245
2019 Q3	$49K	Hold	400	–	–	0.03%	231
2019 Q2	$47K	Hold	400	–	–	0.03%	228
2019 Q1	$47K	Buy	+400	New	+$44.9K	0.01%	494

Other funds holding VXF

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Weaver Consulting Group's VXF Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard Extended Market ETF (VXF) in Q4 2020, closing a stake of 200 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in VXF in Q1 2019 and held it in 7 quarters. The position peaked at $49K in Q3 2019. 536 funds tracked by Wall St. Rank hold VXF as of Q4 2020.

Weaver Consulting Group reported no remaining Vanguard Extended Market ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 200 Vanguard Extended Market ETF shares in Q4 2020, an estimated $26K.
Weaver Consulting Group first reported a position in Vanguard Extended Market ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Vanguard Extended Market ETF position peaked at $49K in Q3 2019.
536 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.