Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $849K | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.86M | Sell |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $1.59M | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $778K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $33K | Buy |
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|
2016
Q3 | $31K | Buy |
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