Altium Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,060
| Closed | -$253K | – | 348 |
|
|
2020
Q2 | $253K | Sell |
3,060
-260
| -8% | -$21.5K | 0.03% | 282 |
|
|
2020
Q1 | $263K | Sell |
3,320
-775
| -19% | -$61.4K | 0.04% | 239 |
|
|
2019
Q4 | $332K | Sell |
4,095
-229
| -5% | -$18.6K | 0.04% | 209 |
|
|
2019
Q3 | $350K | Sell |
4,324
-61
| -1% | -$4.94K | 0.05% | 198 |
|
|
2019
Q2 | $354K | Sell |
4,385
-200
| -4% | -$16.1K | 0.05% | 197 |
|
|
2019
Q1 | $366K | Buy |
4,585
+30
| +0.7% | +$2.4K | 0.06% | 198 |
|
|
2018
Q4 | $355K | Hold |
4,555
| – | – | 0.07% | 182 |
|
|
2018
Q3 | $356K | Buy |
+4,555
| New | +$356K | 0.07% | 196 |
|