Essex Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-84,843
| Closed | -$6.89M | – | 64 |
|
|
2021
Q4 | $6.89M | Buy |
84,843
+7,252
| +9% | +$589K | 5.82% | 3 |
|
|
2021
Q3 | $6.39M | Buy |
77,591
+7,507
| +11% | +$619K | 5.81% | 3 |
|
|
2021
Q2 | $5.8M | Buy |
70,084
+4,039
| +6% | +$334K | 5.29% | 3 |
|
|
2021
Q1 | $5.45M | Buy |
66,045
+10,087
| +18% | +$832K | 5.2% | 4 |
|
|
2020
Q4 | $4.66M | Buy |
55,958
+5,706
| +11% | +$475K | 4.55% | 5 |
|
|
2020
Q3 | $4.16M | Buy |
50,252
+6,922
| +16% | +$573K | 4.31% | 6 |
|
|
2020
Q2 | $3.58M | Buy |
43,330
+1,052
| +2% | +$86.9K | 4.15% | 6 |
|
|
2020
Q1 | $3.34M | Buy |
42,278
+271
| +0.6% | +$21.4K | 4.36% | 6 |
|
|
2019
Q4 | $3.4M | Buy |
+42,007
| New | +$3.4M | 3.44% | 7 |
|