AWAG
ARS Wealth Advisors Group’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
Q4 | – | Sell |
-254,618
| Closed | -$18.9M | – | 154 |
|
|
2022
Q3 | $18.9M | Buy |
254,618
+6,698
| +3% | +$498K | 2.89% | 5 |
|
|
2022
Q2 | $18.9M | Buy |
247,920
+7,892
| +3% | +$602K | 2.6% | 7 |
|
|
2022
Q1 | $18.7M | Buy |
240,028
+128,645
| +115% | +$10M | 3.27% | 9 |
|
|
2021
Q4 | $9.05M | Buy |
111,383
+21,707
| +24% | +$1.76M | 1.52% | 23 |
|
|
2021
Q3 | $7.39M | Buy |
+89,676
| New | +$7.39M | 1.34% | 25 |
|