WA
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WFG Advisors’s Vanguard Materials ETF VAW Stock Holding History

WFG Advisors’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-286
Closed -$32K – 2249
2014
Q3 		$32K Hold
286
– – 0.01% 1090
2014
Q2 		$32K Hold
286
– – 0.01% 1085
2014
Q1 		$30K Hold
286
– – 0.01% 1101
2013
Q4 		$30K Sell
286
-58
-17% -$5.77K ﹤0.01% 1177
2013
Q3 		$33K Buy
344
+58
+20% +$5.36K 0.01% 1085
2013
Q2 		$25K Buy
+286
New +$25.4K ﹤0.01% 1136

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MAA
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BCMIO
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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return