Curi Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$4.65M Buy
2022
Q3
$485K Buy
2022
Q2
$34K Hold
2022
Q1
$34K Sell
2021
Q4
$86K Buy
2021
Q1
Sell
2020
Q4
$41K Buy