Keystone Wealth Partners’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
Q1 | $17M | Buy |
217,914
+16,223
| +8% | +$1.27M | 7.95% | 8 |
|
|
2021
Q4 | $16.4M | Buy |
201,691
+23,183
| +13% | +$1.88M | 7.23% | 6 |
|
|
2021
Q3 | $14.7M | Buy |
178,508
+11,480
| +7% | +$946K | 8.11% | 8 |
|
|
2021
Q2 | $13.8M | Buy |
167,028
+1,933
| +1% | +$160K | 8.24% | 8 |
|
|
2021
Q1 | $13.6M | Buy |
165,095
+34,421
| +26% | +$2.84M | 9.17% | 6 |
|
|
2020
Q4 | $10.9M | Buy |
+130,674
| New | +$10.9M | 8.63% | 8 |
|