FAAS
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First Allied Advisory Services’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

First Allied Advisory Services’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-609
Closed -$65K – 1608
2019
Q3 		$65K Buy
+609
New +$62.7K ﹤0.01% 1311
2018
Q1 		– Sell
-326
Closed -$35K – 1501
2017
Q4 		$35K Buy
+326
New +$35.3K ﹤0.01% 1342

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CC
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RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return