AA
Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,184
| Closed | -$465K | – | 155 |
|
|
2022
Q4 | $465K | Sell |
6,184
-5,129
| -45% | -$386K | 0.08% | 95 |
|
|
2022
Q3 | $840K | Sell |
11,313
-5,517
| -33% | -$410K | 0.15% | 69 |
|
|
2022
Q2 | $1.28M | Sell |
16,830
-25,965
| -61% | -$1.98M | 0.22% | 50 |
|
|
2022
Q1 | $3.34M | Sell |
42,795
-17,106
| -29% | -$1.34M | 0.49% | 38 |
|
|
2021
Q4 | $4.87M | Sell |
59,901
-114
| -0.2% | -$9.26K | 0.69% | 31 |
|
|
2021
Q3 | $4.95M | Buy |
60,015
+7,951
| +15% | +$655K | 0.71% | 28 |
|
|
2021
Q2 | $4.31M | Buy |
52,064
+1,021
| +2% | +$84.4K | 0.64% | 29 |
|
|
2021
Q1 | $4.21M | Buy |
51,043
+3,448
| +7% | +$284K | 0.65% | 29 |
|
|
2020
Q4 | $3.96M | Buy |
47,595
+5,790
| +14% | +$482K | 0.71% | 27 |
|
|
2020
Q3 | $3.46M | Buy |
41,805
+24,415
| +140% | +$2.02M | 0.64% | 29 |
|
|
2020
Q2 | $1.44M | Buy |
17,390
+14,515
| +505% | +$1.2M | 0.3% | 41 |
|
|
2020
Q1 | $227K | Buy |
+2,875
| New | +$227K | 0.06% | 98 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$16K | – | 591 |
|
|
2014
Q4 | $16K | Sell |
200
-485
| -71% | -$38.8K | 0.01% | 329 |
|
|
2014
Q3 | $55K | Buy |
+685
| New | +$55K | 0.02% | 189 |
|