Concert Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,545	Closed	-$1.04M	–	493
2016 Q4	$1.04M	Sell	12,545 -474	-4%	-$40.2K	0.23%	125
2016 Q3	$1.15M	Sell	13,019 -4,565	-26%	-$401K	0.14%	187
2016 Q2	$1.55M	Buy	17,584 +611	+4%	+$52.8K	0.21%	126
2016 Q1	$1.47M	Buy	+16,973	New	+$1.44M	0.2%	128
2015 Q4	–	Sell	-2,900	Closed	-$248K	–	691
2015 Q3	$248K	Buy	+2,900	New	+$244K	0.03%	543
2015 Q1	–	Sell	-5,968	Closed	-$506K	–	501
2014 Q4	$506K	Buy	5,968 +1	+0%	+$85	0.08%	320
2014 Q3	$504K	Buy	5,967 +33	+0.6%	+$2.79K	0.07%	258
2014 Q2	$493K	Sell	5,934 -406	-6%	-$34.1K	0.06%	277
2014 Q1	$528K	Buy	6,340 +3	+0%	+$249	0.07%	258
2013 Q4	$518K	Sell	6,337 -3,472	-35%	-$290K	0.07%	250
2013 Q3	$821K	Sell	9,809 -5,158	-34%	-$427K	0.12%	157
2013 Q2	$1.25M	Buy	+14,967	New	+$1.3M	0.19%	73