LFA
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Landmark Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Landmark Financial Advisors’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
2018
Q1 		– Sell
-2,054
Closed -$225K – 57
2017
Q4 		$225K Hold
2,054
– – 0.14% 52
2017
Q3 		$221K Hold
2,054
– – 0.15% 51
2017
Q2 		$211K Hold
2,054
– – 0.15% 53
2017
Q1 		$211K Hold
2,054
– – 0.16% 51
2016
Q4 		$212K Sell
2,054
-246
-11% -$23.5K 0.17% 52
2016
Q3 		$209K Buy
+2,300
New +$205K 0.18% 48
2015
Q4 		– Sell
-2,300
Closed -$203K – 52
2015
Q3 		$203K Hold
2,300
– – 0.22% 42
2015
Q2 		$203K Hold
2,300
– – 0.21% 45
2015
Q1 		$207K Hold
2,300
– – 0.22% 48
2014
Q4 		$204K Buy
+2,300
New +$197K 0.21% 51

Other funds holding VTWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return