CWM
Cordatus 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
Q2 | – | Sell |
-36,009
| Closed | -$2.81M | – | 172 |
|
|
2022
Q1 | $2.81M | Sell |
36,009
-30,532
| -46% | -$2.38M | 0.99% | 23 |
|
|
2021
Q4 | $5.41M | Buy |
66,541
+6,080
| +10% | +$494K | 1.58% | 9 |
|
|
2021
Q3 | $4.98M | Buy |
+60,461
| New | +$4.98M | 3.83% | 3 |
|
|
2021
Q1 | $2.35M | Buy |
28,449
+9,247
| +48% | +$763K | 0.9% | 36 |
|
|
2020
Q4 | $1.6M | Buy |
+19,202
| New | +$1.6M | 0.68% | 59 |
|