Convergent Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-18,592
Closed -$1.01M 35
2013
Q4
$1.01M Sell
18,592
-676
-4% -$36.8K 0.17% 20
2013
Q3
$1.09M Buy
+19,268
New +$1.09M 0.21% 18