Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | $194K | Sell |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $235K | Hold |
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|
2017
Q1 | $235K | Hold |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | $234K | Sell |
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|
2016
Q2 | $239K | Buy |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $239K | Buy |
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