Integrated Wealth Management (Palm Desert)’s Vanguard Value ETF VTV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VTV Stock Details VTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$368K	Buy
2016 Q4	$325K	Buy
2016 Q3	$167K	Buy
2016 Q2	$163K	Buy
2016 Q1	–	Sell
2015 Q4	$130K	Hold
2015 Q3	$122K	Hold
2015 Q2	$133K	Hold
2015 Q1	$133K	Buy