APWA
Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,280
| Closed | -$244K | – | 136 |
|
|
2022
Q3 | $244K | Sell |
3,280
-2,237
| -41% | -$166K | 0.15% | 113 |
|
|
2022
Q2 | $421K | Sell |
5,517
-88,162
| -94% | -$6.73M | 0.25% | 87 |
|
|
2022
Q1 | $7.32M | Buy |
93,679
+52,435
| +127% | +$4.09M | 3.25% | 9 |
|
|
2021
Q4 | $3.35M | Buy |
41,244
+33,974
| +467% | +$2.76M | 1.55% | 19 |
|
|
2021
Q3 | $599K | Buy |
7,270
+7,005
| +2,643% | +$577K | 0.31% | 78 |
|
|
2021
Q2 | $22K | Sell |
265
-65
| -20% | -$5.4K | 0.01% | 349 |
|
|
2021
Q1 | $27K | Sell |
330
-8
| -2% | -$655 | 0.02% | 319 |
|
|
2020
Q4 | $28K | Sell |
338
-16
| -5% | -$1.33K | 0.02% | 292 |
|
|
2020
Q3 | $29K | Sell |
354
-11
| -3% | -$901 | 0.02% | 264 |
|
|
2020
Q2 | $30K | Buy |
+365
| New | +$30K | 0.03% | 266 |
|