Camarda Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Camarda Financial Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-173	Closed	-$24K	–	234
2018 Q3	$24K	Buy	+173	New	+$24.3K	0.03%	139
2016 Q2	–	Sell	-52	Closed	-$5K	–	307
2016 Q1	$5K	Sell	52 -697	-93%	-$65.6K	﹤0.01%	219
2015 Q4	$74K	Buy	+749	New	+$76.4K	0.05%	153
2014 Q1	–	Sell	-287	Closed	-$28K	–	226
2013 Q4	$28K	Buy	+287	New	+$27.1K	0.02%	111

Other funds holding VBR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return