Concert Wealth Management’s Vanguard Mid-Cap Value ETF VOE 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
$1.13M Buy
2016
Q4
$245K Sell
2016
Q3
$1.6M Buy
2016
Q2
$1.22M Buy
2016
Q1
$1.06M Buy
2015
Q4
$636K Sell
2015
Q3
$660K Sell
2015
Q2
$1.03M Buy
2015
Q1
$466K Hold
2014
Q4
$997K Buy
2014
Q3
$609K Sell
2014
Q2
$619K Buy
2014
Q1
$455K Buy
2013
Q4
$438K Buy
2013
Q3
$377K Buy
2013
Q2
$237K Buy