Heritage Wealth Management (Arizona)’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
Q4 | $119K | Buy |
1,589
+821
| +107% | +$61.7K | 0.02% | 392 |
|
|
2022
Q3 | $57K | Hold |
768
| – | – | 0.02% | 387 |
|
|
2022
Q2 | $58.6K | Sell |
768
-52
| -6% | -$3.97K | 0.02% | 391 |
|
|
2022
Q1 | $64K | Buy |
+820
| New | +$64K | 0.02% | 435 |
|
|
2021
Q3 | $74K | Sell |
895
-66
| -7% | -$5.46K | 0.03% | 395 |
|
|
2021
Q2 | $79K | Sell |
961
-59
| -6% | -$4.85K | 0.03% | 384 |
|
|
2021
Q1 | $84K | Buy |
+1,020
| New | +$84K | 0.05% | 276 |
|