Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.02M | Buy |
25,293
+10,635
| +73% | +$848K | 0.68% | 40 |
|
|
2016
Q4 | $1.16M | Buy |
14,658
+10,046
| +218% | +$797K | 0.43% | 69 |
|
|
2016
Q3 | $371K | Buy |
4,612
+387
| +9% | +$31.1K | 0.13% | 147 |
|
|
2016
Q2 | $342K | Buy |
4,225
+874
| +26% | +$70.7K | 0.13% | 148 |
|
|
2016
Q1 | $268K | Buy |
3,351
+2,525
| +306% | +$202K | 0.11% | 148 |
|
|
2015
Q4 | $65K | Sell |
826
-461
| -36% | -$36.3K | 0.03% | 345 |
|
|
2015
Q3 | $103K | Sell |
1,287
-150
| -10% | -$12K | 0.05% | 264 |
|
|
2015
Q2 | $114K | Buy |
1,437
+150
| +12% | +$11.9K | 0.04% | 265 |
|
|
2015
Q1 | $103K | Buy |
+1,287
| New | +$103K | 0.04% | 267 |
|