Concert Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$223K Sell
2016
Q4
$432K Sell
2016
Q3
$838K Sell
2016
Q2
$832K Buy
2016
Q1
$627K Buy
2015
Q4
$518K Buy
2015
Q3
$467K Buy
2015
Q2
$219K Buy
2015
Q1
Sell
2014
Q4
$246K Sell
2014
Q3
$734K Sell
2014
Q2
$741K Sell
2014
Q1
$763K Sell
2013
Q4
$777K Buy
2013
Q3
$512K Buy
2013
Q2
$329K Buy