Proficio Capital Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-770	Closed	-$81K	–	1514
2019 Q2	$81K	Hold	770	–	–	0.03%	253
2019 Q1	$80K	Hold	770	–	–	0.03%	238
2018 Q4	$72K	Hold	770	–	–	0.03%	220
2018 Q3	$89K	Hold	770	–	–	0.03%	221
2018 Q2	$88K	Hold	770	–	–	0.04%	226
2018 Q1	$82K	Hold	770	–	–	0.02%	250
2017 Q4	$84K	Hold	770	–	–	0.03%	245
2017 Q3	$83K	Hold	770	–	–	0.03%	271
2017 Q2	$79K	Hold	770	–	–	0.03%	292
2017 Q1	$78K	Hold	770	–	–	0.03%	286
2016 Q4	$79K	Hold	770	–	–	0.03%	205
2016 Q3	$70K	Hold	770	–	–	0.04%	217
2016 Q2	$68K	Hold	770	–	–	0.04%	215
2016 Q1	$62K	Sell	770 -390	-34%	-$29.3K	0.05%	182
2015 Q4	$93K	Buy	+1,160	New	+$95.2K	0.09%	110

Other funds holding VTWV

Bank of America

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

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return