CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-61,852
| Closed | -$4.65M | – | 189 |
|
|
2022
Q4 | $4.65M | Buy |
61,852
+55,329
| +848% | +$4.16M | 0.65% | 46 |
|
|
2022
Q3 | $485K | Buy |
6,523
+6,081
| +1,376% | +$452K | 0.08% | 103 |
|
|
2022
Q2 | $34K | Hold |
442
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $34K | Sell |
442
-624
| -59% | -$48K | 0.01% | 247 |
|
|
2021
Q4 | $86K | Buy |
+1,066
| New | +$86K | 0.01% | 151 |
|
|
2021
Q1 | – | Sell |
-502
| Closed | -$41K | – | 467 |
|
|
2020
Q4 | $41K | Buy |
+502
| New | +$41K | 0.03% | 162 |
|