BWM
BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $730K | Buy |
+9,575
| New | +$730K | 0.2% | 30 |
|
|
2020
Q4 | – | Sell |
-2,500
| Closed | -$207K | – | 66 |
|
|
2020
Q3 | $207K | Hold |
2,500
| – | – | 0.09% | 55 |
|
|
2020
Q2 | $207K | Buy |
+2,500
| New | +$207K | 0.1% | 52 |
|
|
2020
Q1 | – | Sell |
-3,214
| Closed | -$260K | – | 71 |
|
|
2019
Q4 | $260K | Hold |
3,214
| – | – | 0.13% | 53 |
|
|
2019
Q3 | $260K | Hold |
3,214
| – | – | 0.15% | 45 |
|
|
2019
Q2 | $260K | Buy |
3,214
+300
| +10% | +$24.3K | 0.15% | 43 |
|
|
2019
Q1 | $232K | Hold |
2,914
| – | – | 0.14% | 51 |
|
|
2018
Q4 | $230K | Buy |
+2,914
| New | +$230K | 0.1% | 90 |
|