Gitterman 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
Q3 | – | Sell |
-13,418
| Closed | -$1.02M | – | 88 |
|
|
2022
Q2 | $1.02M | Sell |
13,418
-3,921
| -23% | -$299K | 0.96% | 13 |
|
|
2022
Q1 | $1.35M | Sell |
17,339
-4,260
| -20% | -$333K | 1.09% | 12 |
|
|
2021
Q4 | $1.76M | Sell |
21,599
-12,803
| -37% | -$1.04M | 1.3% | 11 |
|
|
2021
Q3 | $2.84M | Sell |
34,402
-5,917
| -15% | -$488K | 2.28% | 6 |
|
|
2021
Q2 | $3.34M | Sell |
40,319
-85,791
| -68% | -$7.1M | 2.7% | 5 |
|
|
2021
Q1 | $10.4M | Buy |
+126,110
| New | +$10.4M | 6.71% | 4 |
|