Concert Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,970
Closed -$202K 433
2017
Q1
$202K Buy
+1,970
New +$202K 0.05% 446
2016
Q4
Sell
-2,029
Closed -$202K 921
2016
Q3
$202K Buy
+2,029
New +$202K 0.02% 644