Concert Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-6,821
Closed -$370K 582
2014
Q2
$370K Buy
6,821
+71
+1% +$3.85K 0.05% 363
2014
Q1
$358K Buy
+6,750
New +$358K 0.04% 361