Concert Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$1.08M Sell
2017
Q2
$1.38M Sell
2017
Q1
$1.54M Sell
2016
Q4
$1.76M Sell
2016
Q3
$2.64M Sell
2016
Q2
$2.72M Buy
2016
Q1
$484K Buy
2015
Q4
$432K Buy
2015
Q3
$335K Buy
2015
Q2
$231K Buy
2015
Q1
Sell
2014
Q4
$266K Buy
2014
Q2
Sell
2014
Q1
$346K Buy
2013
Q4
$340K Sell
2013
Q3
$370K Sell
2013
Q2
$454K Buy