AWS
AJ Wealth Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,153
| Closed | -$1.03M | – | 344 |
|
2022
Q1 | $1.03M | Hold |
13,153
| – | – | 0.05% | 135 |
|
2021
Q4 | $1.07M | Hold |
13,153
| – | – | 0.05% | 132 |
|
2021
Q3 | $1.08M | Hold |
13,153
| – | – | 0.06% | 120 |
|
2021
Q2 | $1.09M | Hold |
13,153
| – | – | 0.06% | 118 |
|
2021
Q1 | $1.09M | Sell |
13,153
-22
| -0.2% | -$1.82K | 0.08% | 109 |
|
2020
Q4 | $1.1M | Buy |
13,175
+10
| +0.1% | +$833 | 0.1% | 99 |
|
2020
Q3 | $1.09M | Sell |
13,165
-473
| -3% | -$39.2K | 0.11% | 81 |
|
2020
Q2 | $1.13M | Buy |
13,638
+7,098
| +109% | +$587K | 0.13% | 68 |
|
2020
Q1 | $517K | Buy |
+6,540
| New | +$517K | 0.07% | 89 |
|
2019
Q3 | – | Sell |
-36,532
| Closed | -$2.95M | – | 124 |
|
2019
Q2 | $2.95M | Buy |
36,532
+4,571
| +14% | +$369K | 0.43% | 29 |
|
2019
Q1 | $2.55M | Buy |
31,961
+2,941
| +10% | +$235K | 0.42% | 25 |
|
2018
Q4 | $2.26M | Sell |
29,020
-1,972
| -6% | -$154K | 0.44% | 28 |
|
2018
Q3 | $2.42M | Hold |
30,992
| – | – | 0.45% | 25 |
|
2018
Q2 | $2.42M | Sell |
30,992
-2,020
| -6% | -$158K | 0.5% | 22 |
|
2018
Q1 | $2.59M | Sell |
33,012
-4,051
| -11% | -$318K | 0.62% | 21 |
|
2017
Q4 | $2.94M | Buy |
37,063
+8,695
| +31% | +$689K | 0.73% | 21 |
|
2017
Q3 | $2.27M | Buy |
28,368
+15,900
| +128% | +$1.27M | 0.74% | 19 |
|
2017
Q2 | $998K | Hold |
12,468
| – | – | 0.38% | 41 |
|
2017
Q1 | $994K | Hold |
12,468
| – | – | 0.43% | 41 |
|
2016
Q4 | $990K | Buy |
+12,468
| New | +$990K | 0.51% | 38 |
|