BWP
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Barlow Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,889
Closed -$380K 152
2024
Q2
$380K Sell
4,889
-1,616
-25% -$126K 0.05% 98
2024
Q1
$499K Hold
6,505
0.07% 84
2023
Q4
$503K Buy
+6,505
New +$503K 0.07% 89