Convergent Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$1.74M Sell
2015
Q2
$2.77M Hold
2015
Q1
$2.78M Buy
2014
Q4
$2.13M Buy
2014
Q3
$1.22M Hold
2014
Q2
$1.29M Hold
2014
Q1
$1.24M Sell
2013
Q4
$1.26M Hold
2013
Q3
$1.21M Buy
2013
Q2
$1.04M Buy