CWA
Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27,110
| Closed | -$2.07M | – | 45 |
|
|
2022
Q2 | $2.07M | Sell |
27,110
-425,906
| -94% | -$32.5M | 0.79% | 20 |
|
|
2022
Q1 | $35.4M | Sell |
453,016
-45,595
| -9% | -$3.56M | 12.22% | 2 |
|
|
2021
Q4 | $40.5M | Buy |
498,611
+10,677
| +2% | +$868K | 13.45% | 2 |
|
|
2021
Q3 | $40.2M | Buy |
487,934
+18,698
| +4% | +$1.54M | 14.07% | 2 |
|
|
2021
Q2 | $38.7M | Buy |
469,236
+48,917
| +12% | +$4.04M | 13.59% | 2 |
|
|
2021
Q1 | $34.7M | Buy |
+420,319
| New | +$34.7M | 13.09% | 2 |
|