Constellation Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-15,862	Closed	-$1.54M	–	202
2013 Q4	$1.54M	Buy	15,862 +12,138	+326%	+$1.18M	0.15%	122
2013 Q3	$336K	Buy	+3,724	New	+$336K	0.04%	164