VCM
SIVB

Virtue Capital Management’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,730
Closed -$1.85M 442
2021
Q4
$1.85M Buy
2,730
+25
+0.9% +$17K 0.27% 86
2021
Q3
$1.75M Sell
2,705
-132
-5% -$85.4K 0.31% 69
2021
Q2
$1.58M Sell
2,837
-136
-5% -$75.7K 0.32% 77
2021
Q1
$1.47M Sell
2,973
-275
-8% -$136K 0.35% 69
2020
Q4
$1.26M Buy
+3,248
New +$1.26M 0.31% 98
2018
Q4
Sell
-12,762
Closed -$3.97M 255
2018
Q3
$3.97M Buy
12,762
+7,796
+157% +$2.42M 0.84% 34
2018
Q2
$1.43M Buy
4,966
+1,408
+40% +$407K 0.7% 43
2018
Q1
$905K Buy
+3,558
New +$905K 0.48% 59