Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$3.51M Buy
2020
Q3
$3.21M Buy
2020
Q2
$2.39M Buy
2019
Q1
Sell
2018
Q4
$2.83M Sell
2018
Q3
$4.94M Buy
2018
Q2
$2.34M Buy
2018
Q1
$2.34M Buy
2017
Q4
Sell
2017
Q3
$2.54M Sell
2017
Q2
$12.1M Sell
2017
Q1
$14.6M Buy
2016
Q4
$13.6M Buy
2016
Q3
$14.1M Sell
2016
Q2
$15.8M Sell
2016
Q1
$18.7M Buy
2015
Q4
$18.3M Buy