Edge Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-189,659
| Closed | -$14.3M | – | 80 |
|
|
2022
Q4 | $14.3M | Buy |
189,659
+51,321
| +37% | +$3.86M | 3.31% | 8 |
|
|
2022
Q3 | $10.3M | Buy |
138,338
+40,161
| +41% | +$2.99M | 2.28% | 17 |
|
|
2022
Q2 | $7.49M | Sell |
98,177
-13,622
| -12% | -$1.04M | 1.62% | 24 |
|
|
2022
Q1 | $8.73M | Buy |
+111,799
| New | +$8.73M | 1.72% | 23 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$16K | – | 679 |
|
|
2019
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 363 |
|
|
2019
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 352 |
|
|
2018
Q2 | – | Sell |
-28,821
| Closed | -$2.26M | – | 609 |
|
|
2018
Q1 | $2.26M | Buy |
28,821
+1,776
| +7% | +$139K | 0.6% | 38 |
|
|
2017
Q4 | $2.14M | Buy |
27,045
+3,520
| +15% | +$279K | 0.61% | 37 |
|
|
2017
Q3 | $1.89M | Buy |
+23,525
| New | +$1.89M | 0.57% | 33 |
|