KFA
Kelleher Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42,542
| Closed | -$3.16M | – | 118 |
|
|
2022
Q3 | $3.16M | Sell |
42,542
-1,472
| -3% | -$109K | 2.27% | 7 |
|
|
2022
Q2 | $3.36M | Hold |
44,014
| – | – | 1.51% | 10 |
|
|
2022
Q1 | $3.44M | Sell |
44,014
-2,126
| -5% | -$166K | 1.9% | 8 |
|
|
2021
Q4 | $3.75M | Buy |
46,140
+19,524
| +73% | +$1.59M | 1.99% | 8 |
|
|
2021
Q3 | $2.19M | Buy |
+26,616
| New | +$2.19M | 0.97% | 17 |
|