Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $221K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $58K | Hold |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $39K | Sell |
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|
2016
Q3 | $58K | Sell |
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|
2016
Q2 | $82K | Buy |
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|
2016
Q1 | $38K | Buy |
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|
2015
Q4 | $25K | Buy |
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