WFG Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

WFG Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-76	Closed	-$8K	–	1679
2017 Q1	$8K	Hold	76	–	–	﹤0.01%	1135
2016 Q4	$8K	Hold	76	–	–	﹤0.01%	1182
2016 Q3	$8K	Hold	76	–	–	﹤0.01%	1195
2016 Q2	$7K	Sell	76 -136	-64%	-$12.9K	﹤0.01%	1185
2016 Q1	$20K	Buy	212 +53	+33%	+$4.72K	0.01%	896
2015 Q4	$15K	Buy	159 +83	+109%	+$7.81K	﹤0.01%	977
2015 Q3	$7K	Hold	76	–	–	﹤0.01%	1197
2015 Q2	$7K	Hold	76	–	–	﹤0.01%	1280
2015 Q1	$7K	Hold	76	–	–	﹤0.01%	1294
2014 Q4	$7K	Hold	76	–	–	﹤0.01%	1579
2014 Q3	$7K	Hold	76	–	–	﹤0.01%	1591
2014 Q2	$7K	Hold	76	–	–	﹤0.01%	1586
2014 Q1	$7K	Hold	76	–	–	﹤0.01%	1558
2013 Q4	$6K	Hold	76	–	–	﹤0.01%	1723
2013 Q3	$6K	Hold	76	–	–	﹤0.01%	1688
2013 Q2	$6K	Buy	+76	New	+$5.6K	﹤0.01%	1621

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return