VWA
ETFC

V Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

V Wealth Advisors’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,811
Closed -$294K – 245
2018
Q2 		$294K Buy
4,811
+92
+2% +$5.7K 0.16% 152
2018
Q1 		$261K Sell
4,719
-10
-0.2% -$533 0.14% 168
2017
Q4 		$234K Buy
4,729
+71
+2% +$3.26K 0.12% 173
2017
Q3 		$207K Buy
+4,658
New +$189K 0.1% 176

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Primecap Management
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State Street
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Millennium Management
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Citadel Advisors
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Invesco
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First Trust Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return