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| Name: |
WoodTrust Financial Corp |
| City: |
WISCONSIN RAPIDS |
| State: |
WI |
| Zip: |
54495-8000 |
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data |
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| Holdings
Found :
29 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOE |
Vanguard Mid-Cap Value ETF |
161 |
Closed |
$154.33 |
$0 |
0 |
0% |
-21,849,000 |
-150,672 |
0 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
148 |
Closed |
$188.19 |
$0 |
0 |
0% |
-310,000 |
-1,724 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
167 |
Closed |
$43.46 |
$0 |
0 |
0% |
-15,951,000 |
-388,098 |
0 |
Closed - End Fund - E... |
|
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VIG |
Vanguard Dividend Appreciat... |
154 |
Closed |
$181.14 |
$0 |
0 |
0% |
-312,000 |
-1,832 |
0 |
Closed - End Fund - Debt |
|
|
VOT |
Van Kampen Municipal Opport... |
141 |
Closed |
$230.36 |
$0 |
0 |
0% |
-21,510,000 |
-97,966 |
0 |
Closed - End Fund - Debt |
|
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VTI |
Vanguard Total Stock Market... |
160 |
Closed |
$258.05 |
$0 |
0 |
0% |
-19,291,000 |
-81,323 |
0 |
Closed - End Fund - E... |
|
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XLK |
SPDR Technology Sector |
147 |
Closed |
$205.54 |
$0 |
0 |
0% |
-370,000 |
-1,924 |
0 |
Closed - End Fund - E... |
|
|
VXUS |
Vanguard Total Internationa... |
166 |
Closed |
$61.05 |
$0 |
0 |
0% |
-2,551,000 |
-44,015 |
0 |
Closed - End Fund - E... |
|
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VYM |
Vanguard High Dividend Yiel... |
153 |
Closed |
$119.87 |
$0 |
0 |
0% |
-463,000 |
-4,149 |
0 |
Closed - End Fund - Debt |
|
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IWO |
iShares Russell 2000 Growth |
159 |
Closed |
$259.92 |
$0 |
0 |
0% |
-19,778,000 |
-78,416 |
0 |
Closed - End Fund - E... |
|
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NEE |
NextEra Energy |
146 |
Closed |
$73.79 |
$0 |
0 |
0% |
-322,000 |
-5,304 |
0 |
Electric Utilities |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
165 |
Closed |
$251.38 |
$0 |
0 |
0% |
-288,000 |
-1,192 |
0 |
Closed - End Fund - E... |
|
|
SSO |
Ultra S&P500 ProShares |
152 |
Closed |
$76.13 |
$0 |
0 |
0% |
-1,465,000 |
-22,512 |
0 |
Closed - End Fund - E... |
|
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IWN |
iShares Russell 2000 Value |
158 |
Closed |
$156.19 |
$0 |
0 |
0% |
-21,869,000 |
-140,792 |
0 |
Closed - End Fund - E... |
|
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VTV |
Vanguard Value VIPERS |
145 |
Closed |
$161.40 |
$0 |
0 |
0% |
-1,854,000 |
-12,400 |
0 |
Closed - End Fund - E... |
|
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IJR |
iShares Core S&P Small-Cap |
164 |
Closed |
$108.98 |
$0 |
0 |
0% |
-623,000 |
-5,757 |
0 |
Closed - End Fund - E... |
|
|
DSI |
iShares KLD 400 Social Index |
151 |
Closed |
$99.16 |
$0 |
0 |
0% |
-584,000 |
-6,410 |
0 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
157 |
Closed |
$59.81 |
$0 |
0 |
0% |
-1,012,000 |
-3,650 |
0 |
Closed - End Fund - E... |
|
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VUG |
Vanguard Growth VIPERS |
144 |
Closed |
$343.81 |
$0 |
0 |
0% |
-2,601,000 |
-8,367 |
0 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
163 |
Closed |
$61.75 |
$0 |
0 |
0% |
-663,000 |
-11,760 |
0 |
Closed - End Fund - Debt |
|
|
DVY |
iShares Dow Select Div |
150 |
Closed |
$124.24 |
$0 |
0 |
0% |
-301,000 |
-2,568 |
0 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
169 |
Closed |
$523.39 |
$0 |
0 |
0% |
-232,000 |
-485 |
0 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
156 |
Closed |
$80.34 |
$0 |
0 |
0% |
-55,016,000 |
-730,142 |
0 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
143 |
Closed |
$520.84 |
$0 |
0 |
0% |
-1,349,000 |
-2,839 |
0 |
Closed - End Fund - E... |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
162 |
Closed |
$79.78 |
$0 |
0 |
0% |
-255,000 |
-3,380 |
0 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
149 |
Closed |
$478.74 |
$0 |
0 |
0% |
-2,361,000 |
-5,405 |
0 |
Closed - End Fund - E... |
|
|
BILL |
Bill.com Holdings, Inc. |
168 |
Closed |
$56.48 |
$0 |
0 |
0% |
-277,000 |
-3,400 |
0 |
N/A |
|
|
SDY |
streetTRACKS Series Trust -... |
155 |
Closed |
$131.39 |
$0 |
0 |
0% |
-237,000 |
-1,894 |
0 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
142 |
Closed |
$57.31 |
$0 |
0 |
0% |
-246,000 |
-4,377 |
0 |
Closed - End Fund - F... |
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