GIA
GHP Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.77K | – | 974 |
|
|
2023
Q2 | $3.77K | Buy |
+50
| New | +$3.77K | ﹤0.01% | 792 |
|
|
2022
Q3 | – | Sell |
-140
| Closed | -$11K | – | 977 |
|
|
2022
Q2 | $11K | Sell |
140
-2,360
| -94% | -$185K | ﹤0.01% | 672 |
|
|
2022
Q1 | $195K | Hold |
2,500
| – | – | 0.01% | 357 |
|
|
2021
Q4 | $203K | Hold |
2,500
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $206K | Hold |
2,500
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $207K | Sell |
2,500
-1,000
| -29% | -$82.8K | 0.02% | 292 |
|
|
2021
Q1 | $289K | Buy |
3,500
+1,000
| +40% | +$82.6K | 0.03% | 260 |
|
|
2020
Q4 | $208K | Buy |
+2,500
| New | +$208K | 0.02% | 274 |
|