CWM
CMH Wealth Management’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 |
-23,719
| Closed | -$1.76M | – | 54 |
|
|
2022
Q3 | $1.76M | Buy |
23,719
+9,843
| +71% | +$731K | 0.65% | 45 |
|
|
2022
Q2 | $1.06M | Sell |
13,876
-75
| -0.5% | -$5.72K | 0.38% | 45 |
|
|
2022
Q1 | $1.09M | Buy |
13,951
+824
| +6% | +$64.3K | 0.33% | 45 |
|
|
2021
Q4 | $1.07M | Buy |
+13,127
| New | +$1.07M | 0.32% | 45 |
|
|
2018
Q3 | – | Sell |
-203,761
| Closed | -$15.9M | – | 63 |
|
|
2018
Q2 | $15.9M | Buy |
203,761
+24,475
| +14% | +$1.91M | 9.08% | 1 |
|
|
2018
Q1 | $14M | Sell |
179,286
-32,279
| -15% | -$2.53M | 9.46% | 1 |
|
|
2017
Q4 | $16.8M | Buy |
211,565
+13,640
| +7% | +$1.08M | 11.1% | 1 |
|
|
2017
Q3 | $15.8M | Buy |
+197,925
| New | +$15.8M | 11.75% | 1 |
|