BWM
BerganKDV Wealth Management’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 | $35.7M | Buy |
472,379
+1,065
| +0.2% | +$80.6K | 3.58% | 4 |
|
|
2023
Q1 | $35.9M | Buy |
471,314
+24,348
| +5% | +$1.86M | 3.7% | 3 |
|
|
2022
Q4 | $33.6M | Sell |
446,966
-3,820
| -0.8% | -$287K | 3.64% | 3 |
|
|
2022
Q3 | $33.5M | Buy |
450,786
+22,981
| +5% | +$1.71M | 4.01% | 3 |
|
|
2022
Q2 | $32.6M | Buy |
+427,805
| New | +$32.6M | 3.74% | 3 |
|