DWM
Doyle 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
Q3 | $15.3M | Sell |
205,653
-8,245
| -4% | -$612K | 1.31% | 29 |
|
|
2022
Q2 | $16.3M | Sell |
213,898
-246,626
| -54% | -$18.8M | 1.32% | 26 |
|
|
2022
Q1 | $36M | Buy |
460,524
+50,091
| +12% | +$3.91M | 2.59% | 6 |
|
|
2021
Q4 | $33.4M | Buy |
410,433
+28,140
| +7% | +$2.29M | 2.39% | 7 |
|
|
2021
Q3 | $31.5M | Buy |
382,293
+80,590
| +27% | +$6.64M | 2.51% | 7 |
|
|
2021
Q2 | $25M | Buy |
301,703
+271,160
| +888% | +$22.4M | 2.07% | 11 |
|
|
2021
Q1 | $2.52M | Buy |
30,543
+1,367
| +5% | +$113K | 0.24% | 72 |
|
|
2020
Q4 | $2.43M | Sell |
29,176
-379
| -1% | -$31.6K | 0.25% | 72 |
|
|
2020
Q3 | $2.45M | Buy |
29,555
+3,083
| +12% | +$255K | 0.28% | 65 |
|
|
2020
Q2 | $2.19M | Sell |
26,472
-3,406
| -11% | -$282K | 0.29% | 59 |
|
|
2020
Q1 | $2.36M | Buy |
29,878
+211
| +0.7% | +$16.7K | 0.38% | 51 |
|
|
2019
Q4 | $2.4M | Sell |
29,667
-4,679
| -14% | -$379K | 0.3% | 57 |
|
|
2019
Q3 | $2.78M | Sell |
34,346
-970
| -3% | -$78.6K | 0.38% | 51 |
|
|
2019
Q2 | $2.85M | Sell |
35,316
-7,623
| -18% | -$615K | 0.39% | 50 |
|
|
2019
Q1 | $3.42M | Sell |
42,939
-41,860
| -49% | -$3.33M | 0.5% | 46 |
|
|
2018
Q4 | $6.61M | Sell |
84,799
-1,528
| -2% | -$119K | 1.12% | 33 |
|
|
2018
Q3 | $6.75M | Sell |
86,327
-19,232
| -18% | -$1.5M | 1.05% | 38 |
|
|
2018
Q2 | $8.24M | Sell |
105,559
-11,455
| -10% | -$895K | 1.36% | 32 |
|
|
2018
Q1 | $9.18M | Buy |
117,014
+4,218
| +4% | +$331K | 1.54% | 28 |
|
|
2017
Q4 | $8.95M | Buy |
112,796
+5,130
| +5% | +$407K | 1.51% | 27 |
|
|
2017
Q3 | $8.63M | Buy |
107,666
+16,258
| +18% | +$1.3M | 1.51% | 27 |
|
|
2017
Q2 | $7.32M | Buy |
91,408
+9,615
| +12% | +$770K | 1.36% | 32 |
|
|
2017
Q1 | $6.52M | Buy |
+81,793
| New | +$6.52M | 1.33% | 30 |
|