BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $16.9M | Buy |
218,172
+4,688
| +2% | +$362K | 10.42% | 3 |
|
|
2023
Q4 | $16.5M | Buy |
213,484
+23,014
| +12% | +$1.78M | 11.18% | 3 |
|
|
2023
Q3 | $14.3M | Buy |
190,470
+25,962
| +16% | +$1.95M | 10.78% | 3 |
|
|
2023
Q2 | $12.4M | Buy |
164,508
+1,460
| +0.9% | +$110K | 9.88% | 4 |
|
|
2023
Q1 | $12.4M | Buy |
163,048
+13,863
| +9% | +$1.06M | 10.46% | 3 |
|
|
2022
Q4 | $11.2M | Buy |
149,185
+100,297
| +205% | +$7.54M | 10.4% | 4 |
|
|
2022
Q3 | $3.63M | Buy |
48,888
+21,270
| +77% | +$1.58M | 4.29% | 5 |
|
|
2022
Q2 | $2.11M | Buy |
27,618
+13,997
| +103% | +$1.07M | 2.56% | 6 |
|
|
2022
Q1 | $1.06M | Buy |
13,621
+881
| +7% | +$68.8K | 1.12% | 8 |
|
|
2021
Q4 | $1.04M | Buy |
+12,740
| New | +$1.04M | 1.06% | 9 |
|