Fingerlakes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,858
| Closed | -$292K | – | 85 |
|
|
2023
Q2 | $292K | Sell |
3,858
-302
| -7% | -$22.8K | 0.33% | 73 |
|
|
2023
Q1 | $317K | Sell |
4,160
-386
| -8% | -$29.4K | 0.4% | 68 |
|
|
2022
Q4 | $342K | Sell |
4,546
-152
| -3% | -$11.4K | 0.47% | 67 |
|
|
2022
Q3 | $349K | Sell |
4,698
-191
| -4% | -$14.2K | 0.51% | 60 |
|
|
2022
Q2 | $373K | Sell |
4,889
-1,197
| -20% | -$91.3K | 0.51% | 63 |
|
|
2022
Q1 | $475K | Buy |
6,086
+320
| +6% | +$25K | 0.56% | 53 |
|
|
2021
Q4 | $431K | Buy |
+5,766
| New | +$431K | 0.49% | 58 |
|