BWP
Bernardo Wealth Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,673
| Closed | -$222K | – | 148 |
|
|
2020
Q4 | $222K | Sell |
2,673
-76
| -3% | -$6.31K | 0.09% | 155 |
|
|
2020
Q3 | $227K | Sell |
2,749
-360
| -12% | -$29.7K | 0.1% | 141 |
|
|
2020
Q2 | $256K | Buy |
3,109
+562
| +22% | +$46.3K | 0.14% | 118 |
|
|
2020
Q1 | $201K | Sell |
2,547
-781
| -23% | -$61.6K | 0.14% | 126 |
|
|
2019
Q4 | $269K | Buy |
3,328
+141
| +4% | +$11.4K | 0.16% | 130 |
|
|
2019
Q3 | $258K | Hold |
3,187
| – | – | 0.19% | 125 |
|
|
2019
Q2 | $257K | Hold |
3,187
| – | – | 0.2% | 115 |
|
|
2019
Q1 | $254K | Hold |
3,187
| – | – | 0.2% | 115 |
|
|
2018
Q4 | $248K | Buy |
+3,187
| New | +$248K | 0.22% | 112 |
|