Virginia A. Phillips

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 159

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • Association of Business Trial Lawyers, Los Angeles Chapter
  • Ninth Judicial Circuit Historical Society
  • Practising Law Institute
  • Thompson Reuters, Authorship of Legal Treatise

As filed

Hartford Balanced Income FD CL A — Dividend

Energy Select Sector SPDR Fund — Dividend

Energy Select Sector SPDR Fund — Buy

Energy Select Sector SPDR Fund — Buy

Vanguard Emerging Markets Stock Index — Dividend

Vanguard Emerging Markets Stock Index — Buy

Vanguard Emerging Markets Stock Index — Buy

Vanguard Growth Index Fund — Dividend

Vanguard Growth Index Fund — Sold

Vanguard Growth Index Fund — Buy

Vanguard Growth Index Fund — Buy

Vanguard Value Index Fund — Dividend

Vanguard Value Index Fund — Buy

Vanguard Value Index Fund — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Dividend

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard Midcap Value Index Fund — Dividend — Buy

Vanguard Midcap Value Index Fund — Buy

Vanguard Real Estate Index Fund — Dividend

Vanguard Real Estate Index Fund — Buy

Vanguard Real Estate Index Fund — Buy

Vanguard Short Term Treasury ETF — Buy

Vanguard Short Term Treasury ETF — Sold

Vanguard FTSE All World Ex US Index Fund — Dividend

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard Small Cap Value ETF — Dividend

Vanguard Small Cap Value ETF — Buy

Vanguard Small Cap Value ETF — Buy

American Funds Tax Exempt Fund of California CL A — Dividend

American Funds Tax Exempt Fund of California CL A — Sold

Ishares MSCI EAFE Small Cap Index Fund — Dividend

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares Russell Midcap Growth ETF — Dividend

Ishares Russell Midcap Growth ETF — Buy

Ishares Russell Midcap Growth ETF — Buy

Hartford Capital Appreciation Fund CL A — Sold

Ishares Trust S&P Small Capital — Dividend

Ishares Trust S&P Small Capital — Buy

Ishares Trust S&P Small Capital — Buy

Hartford Dividend & Growth Fund CL A — Dividend

Hartford Dividend & Growth Fund CL A — Sold

Hartford Balanced Income Fund CL A — Dividend

Wisdomtree International Equity Fund — Dividend

Wisdomtree International Equity Fund — Buy

Wisdomtree International Equity Fund — Buy

Ishares California Muni Bond ETF — Buy

Ishares California Muni Bond ETF — Sold

Vanguard Total International Bond Index Fund — Buy

Vanguard Total International Bond Index Fund — Sold

American Funds American Balanced Fund CL A — Sold

Hartford Balanced Income FD CL A — Dividend

Energy Select Sector SPDR Fund — Dividend

Energy Select Sector SPDR Fund — Buy

Energy Select Sector SPDR Fund — Buy

Vanguard Emerging Markets Stock Index — Dividend

Vanguard Emerging Markets Stock Index — Buy

Vanguard Emerging Markets Stock Index — Buy

Vanguard Growth Index Fund — Dividend

Vanguard Growth Index Fund — Sold

Vanguard Growth Index Fund — Buy

Vanguard Growth Index Fund — Buy

Vanguard Value Index Fund — Dividend

Vanguard Value Index Fund — Buy

Vanguard Value Index Fund — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Dividend

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard Midcap Value Index Fund — Dividend — Buy

Vanguard Midcap Value Index Fund — Buy

Vanguard Real Estate Index Fund — Dividend

Vanguard Real Estate Index Fund — Buy

Vanguard Real Estate Index Fund — Buy

Vanguard Short Term Treasury ETF — Buy

Vanguard Short Term Treasury ETF — Sold

Vanguard FTSE All World Ex US Index Fund — Dividend

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard Small Cap Value ETF — Dividend

Vanguard Small Cap Value ETF — Buy

Vanguard Small Cap Value ETF — Buy

American Funds Tax Exempt Fund of California CL A — Dividend

American Funds Tax Exempt Fund of California CL A — Sold

Ishares MSCI EAFE Small Cap Index Fund — Dividend

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares Russell Midcap Growth ETF — Dividend

Ishares Russell Midcap Growth ETF — Buy

Ishares Russell Midcap Growth ETF — Buy

Hartford Capital Appreciation Fund CL A — Sold

Ishares Trust S&P Small Capital — Dividend

Ishares Trust S&P Small Capital — Buy

Ishares Trust S&P Small Capital — Buy

Hartford Dividend & Growth Fund CL A — Dividend

Hartford Dividend & Growth Fund CL A — Sold

Hartford Balanced Income Fund CL A — Dividend

Wisdomtree International Equity Fund — Dividend

Wisdomtree International Equity Fund — Buy

Wisdomtree International Equity Fund — Buy

Ishares California Muni Bond ETF — Buy

Ishares California Muni Bond ETF — Sold

Vanguard Total International Bond Index Fund — Buy

Vanguard Total International Bond Index Fund — Sold

American Funds American Balanced Fund CL A — Sold

Hartford Balanced Income FD CL A — Dividend

Energy Select Sector SPDR Fund — Dividend

Energy Select Sector SPDR Fund — Buy

Energy Select Sector SPDR Fund — Buy

Vanguard Emerging Markets Stock Index — Dividend

Vanguard Emerging Markets Stock Index — Buy

Vanguard Emerging Markets Stock Index — Buy

Vanguard Growth Index Fund — Dividend

Vanguard Growth Index Fund — Sold

Vanguard Growth Index Fund — Buy

Vanguard Growth Index Fund — Buy

Vanguard Value Index Fund — Dividend

Vanguard Value Index Fund — Buy

Vanguard Value Index Fund — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Dividend

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard FTSE Allworld Exus Smallcap Index — Buy

Vanguard Midcap Value Index Fund — Dividend — Buy

Vanguard Midcap Value Index Fund — Buy

Vanguard Real Estate Index Fund — Dividend

Vanguard Real Estate Index Fund — Buy

Vanguard Real Estate Index Fund — Buy

Vanguard Short Term Treasury ETF — Buy

Vanguard Short Term Treasury ETF — Sold

Vanguard FTSE All World Ex US Index Fund — Dividend

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard FTSE All World Ex US Index Fund — Buy

Vanguard Small Cap Value ETF — Dividend

Vanguard Small Cap Value ETF — Buy

Vanguard Small Cap Value ETF — Buy

American Funds Tax Exempt Fund of California CL A — Dividend

American Funds Tax Exempt Fund of California CL A — Sold

Ishares MSCI EAFE Small Cap Index Fund — Dividend

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares MSCI EAFE Small Cap Index Fund — Buy

Ishares Russell Midcap Growth ETF — Dividend

Ishares Russell Midcap Growth ETF — Buy

Ishares Russell Midcap Growth ETF — Buy

Hartford Capital Appreciation Fund CL A — Sold

Ishares Trust S&P Small Capital — Dividend

Ishares Trust S&P Small Capital — Buy

Ishares Trust S&P Small Capital — Buy

Hartford Dividend & Growth Fund CL A — Dividend

Hartford Dividend & Growth Fund CL A — Sold

Hartford Balanced Income Fund CL A — Dividend

Wisdomtree International Equity Fund — Dividend

Wisdomtree International Equity Fund — Buy

Wisdomtree International Equity Fund — Buy

Ishares California Muni Bond ETF — Buy

Ishares California Muni Bond ETF — Sold

Vanguard Total International Bond Index Fund — Buy

Vanguard Total International Bond Index Fund — Sold

American Funds American Balanced Fund CL A — Sold

Member, Judicial Advisory Board, Association of Business Trial Lawyers, Los Angeles Chapter

Member, Board of Directors, Ninth Judicial Circuit Historical Society

Member, Judicial Advisory Board, Association of Business Trial Lawyers, Los Angeles Chapter

Member, Board of Directors, Ninth Judicial Circuit Historical Society

Member, Judicial Advisory Board, Association of Business Trial Lawyers, Los Angeles Chapter

Member, Board of Directors, Ninth Judicial Circuit Historical Society

Reimbursement — Practising Law Institute — 1/13/20 — San Francisco, CA — Served as faculty for litigation event on class actions. — Transportation, including airfare and train fare, 1 meal, and parking.

Reimbursement — Practising Law Institute — 1/13/20 — San Francisco, CA — Served as faculty for litigation event on class actions. — Transportation, including airfare and train fare, 1 meal, and parking.

Reimbursement — Practising Law Institute — 1/13/20 — San Francisco, CA — Served as faculty for litigation event on class actions. — Transportation, including airfare and train fare, 1 meal, and parking.

Income — 10/5/2020 — Thompson Reuters, Authorship of Legal Treatise — $128,944.00

Income — 10/5/2020 — Thompson Reuters, Authorship of Legal Treatise — $128,944.00

Income — 10/5/2020 — Thompson Reuters, Authorship of Legal Treatise — $128,944.00

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Virginia A. Phillips | Frix