Clientfirst Wealth Management, LLC Vanguard Extended Market ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 1,591 shares of VXF stock, worth $308,319. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,591
Previous 1,350
17.85%
Holding current value
$308,319
Previous $200,000
14.0%
% of portfolio
0.28%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VXF
# of Institutions
872Shares Held
45.3MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$661 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$632 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$597 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$314 Million0.02% of portfolio
-
Fifth Third Bancorp1.5MShares$291 Million1.0% of portfolio