Convergent Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-31,000
| Closed | -$1.84M | – | 37 |
|
|
2014
Q3 | $1.84M | Hold |
31,000
| – | – | 0.25% | 22 |
|
|
2014
Q2 | $1.93M | Hold |
31,000
| – | – | 0.28% | 17 |
|
|
2014
Q1 | $1.83M | Hold |
31,000
| – | – | 0.29% | 16 |
|
|
2013
Q4 | $1.9M | Hold |
31,000
| – | – | 0.31% | 14 |
|
|
2013
Q3 | $1.88M | Hold |
31,000
| – | – | 0.37% | 14 |
|
|
2013
Q2 | $1.73M | Buy |
+31,000
| New | +$1.73M | 0.32% | 17 |
|