CWA
Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,967
| Closed | -$149K | – | 621 |
|
|
2023
Q2 | $149K | Sell |
1,967
-69
| -3% | -$5.22K | 0.15% | 119 |
|
|
2023
Q1 | $155K | Sell |
2,036
-9,399
| -82% | -$716K | 0.16% | 122 |
|
|
2022
Q4 | $860K | Buy |
11,435
+10,837
| +1,812% | +$815K | 0.66% | 37 |
|
|
2022
Q3 | $44K | Sell |
598
-290
| -33% | -$21.3K | 0.03% | 178 |
|
|
2022
Q2 | $68K | Sell |
888
-290
| -25% | -$22.2K | 0.05% | 155 |
|
|
2022
Q1 | $92K | Sell |
1,178
-6,589
| -85% | -$515K | 0.06% | 144 |
|
|
2021
Q4 | $631K | Buy |
7,767
+978
| +14% | +$79.5K | 0.38% | 59 |
|
|
2021
Q3 | $559K | Sell |
6,789
-1,406
| -17% | -$116K | 0.35% | 63 |
|
|
2021
Q2 | $678K | Sell |
8,195
-6,636
| -45% | -$549K | 0.42% | 55 |
|
|
2021
Q1 | $1.22M | Buy |
14,831
+1,492
| +11% | +$123K | 0.79% | 29 |
|
|
2020
Q4 | $1.11M | Buy |
+13,339
| New | +$1.11M | 0.75% | 30 |
|