Integrated Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Integrated Wealth Management’s Portfolio VBR Stock Details VBR 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	$572K	Buy
2016 Q4	$538K	Buy
2016 Q3	$457K	Sell
2016 Q2	$457K	Buy
2016 Q1	–	Sell
2015 Q4	$257K	Sell
2015 Q3	$339K	Sell
2015 Q2	$517K	Buy
2015 Q1	$349K	Buy