Convergent Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-2,357
Closed -$203K 36
2015
Q1
$203K Buy
+2,357
New +$203K 0.03% 47