Convergent Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$1.98M Buy
31,611
+13,726
+77% +$860K 0.45% 22
2015
Q2
$1.2M Buy
17,885
+2,200
+14% +$148K 0.28% 24
2015
Q1
$1.07M Buy
+15,685
New +$1.07M 0.16% 32