YorkBridge Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-150	Closed	-$18K	–	640
2019 Q2	$18K	Hold	150	–	–	0.01%	488
2019 Q1	$17K	Hold	150	–	–	0.01%	488
2018 Q4	$15K	Hold	150	–	–	0.01%	524
2018 Q3	$18K	Hold	150	–	–	0.01%	546
2018 Q2	$18K	Hold	150	–	–	0.01%	561
2018 Q1	$17K	Hold	150	–	–	0.01%	567
2017 Q4	$16K	Hold	150	–	–	0.01%	583
2017 Q3	$16K	Hold	150	–	–	0.01%	579
2017 Q2	$15K	Hold	150	–	–	0.01%	579
2017 Q1	$15K	Hold	150	–	–	0.01%	570
2016 Q4	$14K	Buy	+150	New	+$13.9K	0.01%	524

Other funds holding VXF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return