Concert Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$248K Buy
2017
Q1
Sell
2016
Q4
$355K Sell
2016
Q3
$848K Buy
2016
Q2
$720K Buy
2016
Q1
$518K Sell
2015
Q4
$709K Buy
2015
Q3
$675K Sell
2015
Q2
$910K Buy
2015
Q1
$783K Buy
2014
Q4
$489K Sell
2014
Q3
$825K Sell
2014
Q2
$994K Sell
2014
Q1
$1.08M Sell
2013
Q4
$1.32M Buy
2013
Q3
$1.04M Buy
2013
Q2
$849K Buy