Cerro Pacific Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,280
| Closed | -$334K | – | 144 |
|
2022
Q1 | $334K | Sell |
4,280
-1,042
| -20% | -$81.3K | 0.2% | 104 |
|
2021
Q4 | $432K | Sell |
5,322
-1,069
| -17% | -$86.8K | 0.27% | 94 |
|
2021
Q3 | $527K | Sell |
6,391
-3,833
| -37% | -$316K | 0.38% | 89 |
|
2021
Q2 | $846K | Buy |
+10,224
| New | +$846K | 0.63% | 48 |
|
2020
Q4 | $1.57M | Buy |
+18,811
| New | +$1.57M | 0.93% | 29 |
|