Number of Shares
142,439.00
Current Holdings Value*
$6.72 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-7.86 Mil
% of Total Estimate Gain
-11.40%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 142,439.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.72 Mil. This investment constitutes 2.12% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 8 purchases of VEA, at an average price of $43.19, for a total of 1.60 Mil shares. In addition, there have been 3 sales at an average price of $36.47 for 1.45 Mil shares. Based on historical transaction data and VEA's current price of $56.64, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his VEA holdings is $-7.86 Mil, reflecting a -11.40% gain to date.

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC VEA ($56.64) Holding Chart

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC VEA ($56.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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