Concert Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-3,415
Closed -$234K 696
2015
Q1
$234K Sell
3,415
-2,810
-45% -$193K 0.07% 358
2014
Q4
$773K Buy
+6,225
New +$773K 0.12% 230