Integrated Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Integrated Wealth Management’s Portfolio VO Stock Details VO 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	$3.45M	Buy
2016 Q4	$2.63M	Buy
2016 Q3	$1.9M	Buy
2016 Q2	$161K	Buy
2016 Q1	–	Sell
2015 Q4	$19K	Hold
2015 Q3	$18K	Hold
2015 Q2	$20K	Sell
2015 Q1	$70K	Buy