WFG Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

WFG Advisors’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$10K	Buy	+102	New	+$10.3K	﹤0.01%	1156
2017 Q1	–	Sell	-101	Closed	-$10K	–	1676
2016 Q4	$10K	Buy	+101	New	+$9.34K	﹤0.01%	1113
2016 Q1	–	Sell	-60	Closed	-$5K	–	1696
2015 Q4	$5K	Sell	60 -714	-92%	-$61.1K	﹤0.01%	1242
2015 Q3	$63K	Buy	774 +400	+107%	+$35.5K	0.02%	575
2015 Q2	$34K	Buy	374 +330	+750%	+$30.7K	0.01%	833
2015 Q1	$4K	Sell	44 -346	-89%	-$31K	﹤0.01%	1430
2014 Q4	$34K	Sell	390 -529	-58%	-$45.3K	0.01%	1040
2014 Q3	$77K	Buy	919 +145	+19%	+$12.5K	0.01%	754
2014 Q2	$68K	Buy	774 +104	+16%	+$8.74K	0.01%	800
2014 Q1	$57K	Sell	670 -205	-23%	-$17.1K	0.01%	860
2013 Q4	$72K	Buy	875 +218	+33%	+$17.4K	0.01%	871
2013 Q3	$51K	Sell	657 -40	-6%	-$2.98K	0.01%	923
2013 Q2	$49K	Buy	+697	New	+$48.2K	0.01%	895

Other funds holding VXF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Bank of America

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return