Convergent Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-14,702	Closed	-$1.82M	–	48
2014 Q4	$1.82M	Hold	14,702	–	–	0.23%	22
2014 Q3	$1.73M	Sell	14,702 -839	-5%	-$98.4K	0.24%	23
2014 Q2	$1.84M	Buy	+15,541	New	+$1.84M	0.26%	18