BWA
BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.1M | Sell |
318,606
-5,933
| -2% | -$449K | 2.76% | 9 |
|
|
2023
Q1 | $24.7M | Sell |
324,539
-16,593
| -5% | -$1.26M | 3.03% | 8 |
|
|
2022
Q4 | $25.6M | Sell |
341,132
-42,713
| -11% | -$3.21M | 3.19% | 8 |
|
|
2022
Q3 | $28.5M | Sell |
383,845
-37,810
| -9% | -$2.81M | 3.79% | 5 |
|
|
2022
Q2 | $32.2M | Sell |
421,655
-27,851
| -6% | -$2.12M | 3.96% | 4 |
|
|
2022
Q1 | $35.1M | Buy |
449,506
+52,997
| +13% | +$4.14M | 3.75% | 6 |
|
|
2021
Q4 | $32.2M | Buy |
396,509
+1,649
| +0.4% | +$134K | 3.41% | 6 |
|
|
2021
Q3 | $32.5M | Buy |
394,860
+12,848
| +3% | +$1.06M | 3.58% | 4 |
|
|
2021
Q2 | $31.6M | Buy |
382,012
+17,115
| +5% | +$1.42M | 3.5% | 4 |
|
|
2021
Q1 | $30.1M | Buy |
364,897
+16,922
| +5% | +$1.4M | 3.55% | 5 |
|
|
2020
Q4 | $29M | Buy |
347,975
+5,990
| +2% | +$499K | 4.07% | 6 |
|
|
2020
Q3 | $28.3M | Buy |
341,985
+19,060
| +6% | +$1.58M | 4.61% | 3 |
|
|
2020
Q2 | $26.7M | Buy |
322,925
+18,019
| +6% | +$1.49M | 4.69% | 4 |
|
|
2020
Q1 | $24.1M | Sell |
304,906
-2,576
| -0.8% | -$204K | 4.87% | 2 |
|
|
2019
Q4 | $24.9M | Sell |
307,482
-27,852
| -8% | -$2.26M | 6.43% | 1 |
|
|
2019
Q3 | $27.2M | Buy |
335,334
+34,532
| +11% | +$2.8M | 6.96% | 1 |
|
|
2019
Q2 | $24.3M | Buy |
300,802
+45,013
| +18% | +$3.63M | 6.61% | 1 |
|
|
2019
Q1 | $20.4M | Buy |
255,789
+18,973
| +8% | +$1.51M | 5.93% | 1 |
|
|
2018
Q4 | $18.5M | Sell |
236,816
-34,772
| -13% | -$2.71M | 6.35% | 1 |
|
|
2018
Q3 | $21.2M | Buy |
271,588
+5,893
| +2% | +$461K | 6.86% | 1 |
|
|
2018
Q2 | $20.8M | Sell |
265,695
-12,219
| -4% | -$954K | 7.07% | 1 |
|
|
2018
Q1 | $21.8M | Buy |
277,914
+38,920
| +16% | +$3.05M | 8.18% | 1 |
|
|
2017
Q4 | $19M | Buy |
238,994
+45,108
| +23% | +$3.58M | 8.51% | 2 |
|
|
2017
Q3 | $15.5M | Buy |
193,886
+10,873
| +6% | +$871K | 7.7% | 3 |
|
|
2017
Q2 | $14.6M | Buy |
+183,013
| New | +$14.6M | 6.39% | 3 |
|