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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-87
Closed -$9K – 512
2016
Q4 		$9K Buy
+87
New +$8.71K ﹤0.01% 335

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Fidelity Investments
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Bank of America
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UBS Group
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Morgan Stanley
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VV Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2017, closing a stake of 87 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VV in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 350 funds tracked by Wall St. Rank hold VV as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 87 Vanguard Morningstar Large-Cap ETF shares in Q1 2017, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Morningstar Large-Cap ETF position peaked at $9K in Q4 2016.
  • 350 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.