Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $998K | Sell |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $904K | Sell |
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|
2020
Q1 | $826K | Buy |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $741K | Sell |
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|
2019
Q2 | $750K | Buy |
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|
2019
Q1 | $710K | Sell |
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|
2018
Q4 | $645K | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $578K | Buy |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $403K | Buy |
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|
2017
Q2 | $386K | Buy |
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|
2017
Q1 | $376K | Sell |
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|
2016
Q4 | $535K | Sell |
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|
2016
Q3 | $516K | Sell |
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|
2016
Q2 | $930K | Sell |
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|
2016
Q1 | $3.84M | Sell |
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|
2015
Q4 | $4.89M | Buy |
|