EWM
Elmwood 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
Q1 | – | Sell |
-250
| Closed | -$20K | – | 314 |
|
|
2021
Q4 | $20K | Buy |
+250
| New | +$20K | 0.01% | 249 |
|
|
2021
Q2 | $21K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $21K | Buy |
+250
| New | +$21K | 0.01% | 213 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $8K | Sell |
100
-36,402
| -100% | -$2.91M | 0.01% | 197 |
|
|
2020
Q1 | $2.86M | Buy |
+36,502
| New | +$2.86M | 2.74% | 6 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$24K | – | 236 |
|
|
2019
Q3 | $24K | Hold |
300
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $24K | Buy |
300
+91
| +44% | +$7.28K | 0.02% | 151 |
|
|
2019
Q1 | $17K | Sell |
209
-766
| -79% | -$62.3K | 0.02% | 165 |
|
|
2018
Q4 | $76K | Sell |
975
-34,912
| -97% | -$2.72M | 0.07% | 114 |
|
|
2018
Q3 | $2.8M | Sell |
35,887
-190
| -0.5% | -$14.9K | 2.33% | 9 |
|
|
2018
Q2 | $2.82M | Sell |
36,077
-425
| -1% | -$33.2K | 2.56% | 5 |
|
|
2018
Q1 | $2.86M | Buy |
+36,502
| New | +$2.86M | 2.74% | 6 |
|