Convergent Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Convergent Wealth Advisors’s Portfolio VNQ Stock Details VNQ 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	$3.65M	Sell
2015 Q2	$3.97M	Sell
2015 Q1	$4.9M	Sell
2014 Q4	$5.96M	Sell
2014 Q3	$5.53M	Sell
2014 Q2	$5.9M	Buy
2014 Q1	$5.39M	Sell
2013 Q4	$6.03M	Buy
2013 Q3	$4.24M	Sell
2013 Q2	$6.73M	Buy