WCM
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Windsor Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Windsor Capital Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-224
Closed -$21K – 421
2015
Q3 		$21K Buy
+224
New +$23.2K 0.01% 254
2014
Q1 		– Sell
-455
Closed -$44K – 292
2013
Q4 		$44K Hold
455
– – 0.03% 184
2013
Q3 		$41K Hold
455
– – 0.02% 193
2013
Q2 		$38K Buy
+455
New +$37.8K 0.02% 188

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UBS Group
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Betterment LLC
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LPL Financial
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Wells Fargo
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LC
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Envestnet Asset Management
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TCT
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