VWA
WR

V Wealth Advisors’s Westar Energy Inc WR Stock Holding History

V Wealth Advisors’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,574
Closed -$237K – 235
2018
Q1 		$237K Buy
+4,574
New +$231K 0.13% 176
2017
Q3 		– Sell
-3,527
Closed -$187K – 853
2017
Q2 		$187K Buy
+3,527
New +$187K 0.09% 180
2016
Q4 		– Sell
-4,152
Closed -$235K – 192
2016
Q3 		$235K Buy
+4,152
New +$230K 0.19% 146

Other funds holding WR

N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return