Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-250
Closed -$17K 359
2018
Q2
$17K Hold
250
0.01% 269
2018
Q1
$17K Sell
250
-76
-23% -$5.17K 0.01% 271
2017
Q4
$25K Buy
+326
New +$25K 0.07% 129