Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $56K | Hold |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q4 | $38K | Sell |
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|
2016
Q3 | $58K | Sell |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $10K | Buy |
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