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 $289,180. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,591
Previous 1,350
17.85%
Holding current value
$289,180
Previous $200,000
14.0%
% of portfolio
0.28%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VXF
# of Institutions
831Shares Held
45MCall Options Held
10.7KPut Options Held
4.3K-
Morgan Stanley New York, NY3.33MShares$606 Million0.04% of portfolio
-
Wealthfront Advisers LLC3.18MShares$578 Million1.81% of portfolio
-
Envestnet Asset Management Inc3.05MShares$554 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$294 Million0.02% of portfolio
-
Fifth Third Bancorp1.46MShares$266 Million0.95% of portfolio