AMBIA
Allen Mooney & Barnes Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,982
| Closed | -$308K | – | 159 |
|
|
2024
Q2 | $308K | Hold |
3,982
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $305K | Hold |
3,982
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $308K | Sell |
3,982
-1,742
| -30% | -$135K | 0.06% | 128 |
|
|
2023
Q3 | $430K | Sell |
5,724
-983
| -15% | -$73.9K | 0.09% | 98 |
|
|
2023
Q2 | $507K | Buy |
6,707
+20
| +0.3% | +$1.51K | 0.11% | 83 |
|
|
2023
Q1 | $510K | Sell |
6,687
-3,316
| -33% | -$253K | 0.12% | 83 |
|
|
2022
Q4 | $752K | Sell |
10,003
-2,719
| -21% | -$204K | 0.18% | 72 |
|
|
2022
Q3 | $945K | Buy |
12,722
+43
| +0.3% | +$3.19K | 0.25% | 62 |
|
|
2022
Q2 | $967K | Sell |
12,679
-2,555
| -17% | -$195K | 0.25% | 67 |
|
|
2022
Q1 | $1.19M | Buy |
+15,234
| New | +$1.19M | 0.26% | 65 |
|