Circle Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.2M | Hold |
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2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.58M | Hold |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.58M | Hold |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.62M | Hold |
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|
2020
Q2 | $1.61M | Hold |
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|
2020
Q1 | $1.55M | Hold |
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|
2019
Q4 | $1.58M | Hold |
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|
2019
Q3 | $1.58M | Buy |
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