KJWM
Kiley Juergens 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 | – | Sell |
-11,612
| Closed | -$873K | – | 72 |
|
|
2023
Q3 | $873K | Buy |
+11,612
| New | +$873K | 0.32% | 48 |
|
|
2018
Q4 | – | Sell |
-433
| Closed | -$33K | – | 621 |
|
|
2018
Q3 | $33K | Buy |
433
+1
| +0.2% | +$76 | 0.02% | 293 |
|
|
2018
Q2 | $33K | Buy |
+432
| New | +$33K | 0.03% | 254 |
|
|
2018
Q1 | – | Sell |
-429
| Closed | -$34K | – | 581 |
|
|
2017
Q4 | $34K | Buy |
+429
| New | +$34K | 0.03% | 259 |
|