BPWM
Badgley Phelps Wealth Managers’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
Q4 | – | Sell |
-5,377
| Closed | -$404K | – | 246 |
|
|
2023
Q3 | $404K | Sell |
5,377
-1,090
| -17% | -$81.9K | 0.01% | 181 |
|
|
2023
Q2 | $489K | Buy |
6,467
+682
| +12% | +$51.6K | 0.02% | 181 |
|
|
2023
Q1 | $441K | Buy |
5,785
+196
| +4% | +$14.9K | 0.02% | 160 |
|
|
2022
Q4 | $420K | Sell |
5,589
-256
| -4% | -$19.2K | 0.02% | 158 |
|
|
2022
Q3 | $434K | Buy |
5,845
+1,914
| +49% | +$142K | 0.02% | 144 |
|
|
2022
Q2 | $300K | Buy |
+3,931
| New | +$300K | 0.01% | 170 |
|