Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NELSON VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP LLC 04-01-2020 03-31-2020 963 507,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 1 $16,811,000 206,812 3.31 2.97 51,340 33.02 03-31-2020
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF ETF 2 $15,603,000 122,785 3.08 3.01 -6,074 -4.71 03-31-2020
VANGUARD MID CAP GROWTH ETF ETF 3 $11,367,000 89,729 2.24 2.01 10,764 13.63 03-31-2020
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 4 $11,350,000 342,110 2.24 2.26 20,682 6.43 03-31-2020
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