EWM
Echo 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 | – | Sell |
-4,193
| Closed | -$320K | – | 55 |
|
|
2022
Q2 | $320K | Sell |
4,193
-97
| -2% | -$7.4K | 0.43% | 34 |
|
|
2022
Q1 | $332K | Sell |
4,290
-159
| -4% | -$12.3K | 0.39% | 40 |
|
|
2021
Q4 | $359K | Buy |
4,449
+1,818
| +69% | +$147K | 0.41% | 39 |
|
|
2021
Q3 | $216K | Hold |
2,631
| – | – | 0.26% | 50 |
|
|
2021
Q2 | $218K | Sell |
2,631
-39
| -1% | -$3.23K | 0.28% | 50 |
|
|
2021
Q1 | $220K | Buy |
2,670
+242
| +10% | +$19.9K | 0.28% | 51 |
|
|
2020
Q4 | $202K | Buy |
+2,428
| New | +$202K | 0.26% | 52 |
|