Windsor Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Windsor Wealth 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
2022 Q1	–	Sell	-1,166	Closed	-$213K	–	245
2021 Q4	$213K	Sell	1,166 -70	-6%	-$13.2K	0.04%	229
2021 Q3	$228K	Hold	1,236	–	–	0.05%	208
2021 Q2	$233K	Hold	1,236	–	–	0.05%	198
2021 Q1	$219K	Sell	1,236 -55	-4%	-$9.77K	0.05%	191
2020 Q4	$213K	Buy	+1,291	New	+$191K	0.05%	186

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Windsor Wealth Management's VXF Position: Q1 2022 in Review

Windsor Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 1,166 shares — an estimated $213K sold.

Windsor Wealth Management first reported a position in VXF in Q4 2020 and held it in 5 quarters. The position peaked at $233K in Q2 2021. 665 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Windsor Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
Windsor Wealth Management sold 1,166 Vanguard Extended Market ETF shares in Q1 2022, an estimated $213K.
Windsor Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 5 quarters.
Windsor Wealth Management's Vanguard Extended Market ETF position peaked at $233K in Q2 2021.
665 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.