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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's VXF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 150 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in VXF in Q4 2016 and held it in 11 quarters. The position peaked at $18K in Q2 2019. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 150 Vanguard Extended Market ETF shares in Q3 2019, an estimated $18K.
YorkBridge Wealth Partners first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Extended Market ETF position peaked at $18K in Q2 2019.
376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.