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

Concert Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell
2017 Q2	$258K	Buy
2017 Q1	$230K	Sell
2016 Q4	$292K	Buy
2016 Q3	$161K	Buy
2014 Q3	–	Sell
2014 Q2	$451K	Buy
2014 Q1	$425K	Buy
2013 Q4	$371K	Buy
2013 Q3	$310K	Buy