Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-75
| Closed | -$12K | – | 357 |
|
|
2018
Q2 | $12K | Sell |
75
-225
| -75% | -$36K | ﹤0.01% | 308 |
|
|
2018
Q1 | $44K | Buy |
+300
| New | +$44K | 0.02% | 184 |
|
|
2017
Q4 | – | Sell |
-24
| Closed | -$3K | – | 443 |
|
|
2017
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 364 |
|
|
2017
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 349 |
|
|
2017
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 371 |
|