CFA
Compass Financial 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
Q2 | – | Sell |
-19,276
| Closed | -$1.47M | – | 106 |
|
|
2023
Q1 | $1.47M | Sell |
19,276
-3,030
| -14% | -$231K | 1.86% | 7 |
|
|
2022
Q4 | $1.68M | Buy |
22,306
+40
| +0.2% | +$3.01K | 2.26% | 5 |
|
|
2022
Q3 | $1.65M | Sell |
22,266
-40
| -0.2% | -$2.97K | 2.46% | 4 |
|
|
2022
Q2 | $1.7M | Sell |
22,306
-2,455
| -10% | -$187K | 2.32% | 5 |
|
|
2022
Q1 | $1.93M | Buy |
24,761
+610
| +3% | +$47.6K | 2.14% | 6 |
|
|
2021
Q4 | $1.96M | Buy |
+24,151
| New | +$1.96M | 2.16% | 6 |
|