VFP
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Verus Financial Partners’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Verus Financial Partners’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,161
Closed -$247K – 48
2014
Q1 		$247K Sell
3,161
-3,256
-51% -$250K 0.14% 37
2013
Q4 		$491K Buy
6,417
+2,414
+60% +$185K 0.26% 22
2013
Q3 		$308K Buy
+4,003
New +$305K 0.17% 28

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TFA
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Creative Planning
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CT
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Deutsche Bank
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LTFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return