CWMU
Caliber Wealth Management (Utah)’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
Q4 | – | Sell |
-3,165
| Closed | -$235K | – | 98 |
|
|
2022
Q3 | $235K | Buy |
3,165
+328
| +12% | +$24.4K | 0.19% | 61 |
|
|
2022
Q2 | $216K | Sell |
2,837
-515
| -15% | -$39.2K | 0.17% | 63 |
|
|
2022
Q1 | $262K | Sell |
3,352
-2,319
| -41% | -$181K | 0.17% | 60 |
|
|
2021
Q4 | $458K | Sell |
5,671
-25,744
| -82% | -$2.08M | 0.32% | 58 |
|
|
2021
Q3 | $2.58M | Sell |
31,415
-955
| -3% | -$78.3K | 1.81% | 10 |
|
|
2021
Q2 | $2.68M | Buy |
32,370
+12,533
| +63% | +$1.04M | 1.9% | 8 |
|
|
2021
Q1 | $1.64M | Sell |
19,837
-413
| -2% | -$34.1K | 1.19% | 30 |
|
|
2020
Q4 | $1.69M | Buy |
+20,250
| New | +$1.69M | 1.65% | 21 |
|