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
2016
Q3
$118K Buy
2016
Q1
Sell
2015
Q4
$985K Sell
2015
Q3
$967K Sell
2015
Q2
$1.2M Buy
2015
Q1
$304K Sell
2014
Q4
$1.15M Buy
2014
Q3
$450K Sell
2014
Q2
$489K Sell
2014
Q1
$1.36M Sell
2013
Q4
$1.71M Sell
2013
Q3
$1.78M Buy