BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-465
| Closed | -$39K | – | 353 |
|
|
2020
Q4 | $39K | Hold |
465
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $39K | Hold |
465
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $38K | Sell |
465
-18
| -4% | -$1.47K | 0.02% | 190 |
|
|
2020
Q1 | $38K | Buy |
483
+18
| +4% | +$1.42K | 0.02% | 185 |
|
|
2019
Q4 | $38K | Hold |
465
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $38K | Hold |
465
| – | – | 0.02% | 191 |
|
|
2019
Q2 | $38K | Sell |
465
-225
| -33% | -$18.4K | 0.02% | 189 |
|
|
2019
Q1 | $55K | Hold |
690
| – | – | 0.02% | 171 |
|
|
2018
Q4 | $54K | Sell |
690
-247
| -26% | -$19.3K | 0.03% | 169 |
|
|
2018
Q3 | $73K | Buy |
937
+247
| +36% | +$19.2K | 0.03% | 158 |
|
|
2018
Q2 | $54K | Hold |
690
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $54K | Hold |
690
| – | – | 0.03% | 175 |
|
|
2017
Q4 | $55K | Hold |
690
| – | – | 0.03% | 172 |
|
|
2017
Q3 | $55K | Hold |
690
| – | – | 0.04% | 166 |
|
|
2017
Q2 | $55K | Hold |
690
| – | – | 0.04% | 174 |
|
|
2017
Q1 | $55K | Hold |
690
| – | – | 0.04% | 157 |
|
|
2016
Q4 | $55K | Hold |
690
| – | – | 0.05% | 161 |
|
|
2016
Q3 | $55K | Hold |
690
| – | – | 0.06% | 151 |
|
|
2016
Q2 | $55K | Hold |
690
| – | – | 0.06% | 146 |
|
|
2016
Q1 | $55K | Hold |
690
| – | – | 0.05% | 158 |
|
|
2015
Q4 | $54K | Hold |
690
| – | – | 0.04% | 145 |
|
|
2015
Q3 | $54K | Hold |
690
| – | – | 0.07% | 129 |
|
|
2015
Q2 | $55K | Hold |
690
| – | – | 0.06% | 143 |
|
|
2015
Q1 | $50K | Hold |
690
| – | – | 0.05% | 139 |
|
|
2014
Q4 | $55K | Buy |
+690
| New | +$55K | 0.06% | 135 |
|