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

Convergent Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell
2015 Q2	$1.45M	Sell
2015 Q1	$1.94M	Buy
2014 Q4	$1.47M	Sell
2014 Q3	$1.97M	Sell
2014 Q2	$2.09M	Buy
2014 Q1	–	Sell
2013 Q4	$831K	Buy