Convergent Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-10,291
Closed -$861K 41
2015
Q1
$861K Buy
+10,291
New +$861K 0.13% 37