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Convergent Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Convergent Wealth Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		$486K Sell
5,733
-4,233
-42% -$359K 0.11% 33
2015
Q2 		$1.07M Hold
9,966
– – 0.25% 26
2015
Q1 		$1.09M Hold
9,966
– – 0.16% 30
2014
Q4 		$1.11M Buy
+9,966
New +$1.11M 0.14% 25