EFG
Erickson Financial Group’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
Q4 | – | Sell |
-47,142
| Closed | -$3.5M | – | 26 |
|
|
2022
Q3 | $3.5M | Sell |
47,142
-976
| -2% | -$72.5K | 3.89% | 9 |
|
|
2022
Q2 | $3.67M | Sell |
48,118
-1,677
| -3% | -$128K | 3.93% | 9 |
|
|
2022
Q1 | $3.89M | Sell |
49,795
-2,402
| -5% | -$188K | 3.5% | 10 |
|
|
2021
Q4 | $4.24M | Buy |
+52,197
| New | +$4.24M | 3.65% | 8 |
|