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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,102	Closed	-$118K	–	916
2016 Q3	$118K	Buy	+1,102	New	+$117K	0.01%	727
2016 Q1	–	Sell	-9,926	Closed	-$985K	–	720
2015 Q4	$985K	Sell	9,926 -47	-0.5%	-$4.76K	0.13%	197
2015 Q3	$967K	Sell	9,973 -1,305	-12%	-$136K	0.13%	201
2015 Q2	$1.2M	Buy	11,278 +164	+1%	+$17.8K	0.16%	160
2015 Q1	$304K	Sell	11,114 -211	-2%	-$22K	0.09%	294
2014 Q4	$1.15M	Buy	11,325 +6,636	+142%	+$656K	0.18%	147
2014 Q3	$450K	Sell	4,689 -507	-10%	-$49.1K	0.06%	291
2014 Q2	$489K	Sell	5,196 -9,704	-65%	-$898K	0.06%	282
2014 Q1	$1.36M	Sell	14,900 -3,975	-21%	-$364K	0.17%	90
2013 Q4	$1.71M	Sell	18,875 -1,985	-10%	-$173K	0.22%	66
2013 Q3	$1.78M	Buy	+20,860	New	+$1.73M	0.25%	50