HPWM
High Pines Wealth Management’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
Q4 | $3.89M | Sell |
50,222
-2,238
| -4% | -$173K | 5.92% | 6 |
|
|
2023
Q3 | $3.94M | Buy |
52,460
+16,826
| +47% | +$1.26M | 6.49% | 6 |
|
|
2023
Q2 | $2.7M | Buy |
35,634
+3,447
| +11% | +$261K | 4.11% | 9 |
|
|
2023
Q1 | $2.45M | Sell |
32,187
-173
| -0.5% | -$13.2K | 4.07% | 9 |
|
|
2022
Q4 | $2.43M | Sell |
32,360
-557
| -2% | -$41.9K | 4.27% | 9 |
|
|
2022
Q3 | $2.45M | Sell |
32,917
-781
| -2% | -$58K | 4.67% | 7 |
|
|
2022
Q2 | $2.57M | Sell |
33,698
-24,011
| -42% | -$1.83M | 4.74% | 8 |
|
|
2022
Q1 | $4.51M | Buy |
57,709
+1,496
| +3% | +$117K | 3.31% | 13 |
|
|
2021
Q4 | $4.57M | Buy |
56,213
+8,412
| +18% | +$684K | 3.18% | 15 |
|
|
2021
Q3 | $3.94M | Buy |
47,801
+3,945
| +9% | +$325K | 2.7% | 19 |
|
|
2021
Q2 | $3.63M | Buy |
+43,856
| New | +$3.63M | 2.74% | 18 |
|