LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $13.5M | Sell |
169,832
-2,448
| -1% | -$195K | 7.13% | 3 |
|
|
2016
Q4 | $13.7M | Buy |
172,280
+11,057
| +7% | +$878K | 7.49% | 3 |
|
|
2016
Q3 | $13M | Buy |
161,223
+2,992
| +2% | +$241K | 7.33% | 3 |
|
|
2016
Q2 | $12.8M | Sell |
158,231
-43
| -0% | -$3.48K | 7.18% | 3 |
|
|
2016
Q1 | $12.7M | Buy |
158,274
+16,483
| +12% | +$1.32M | 7.32% | 3 |
|
|
2015
Q4 | $11.2M | Buy |
141,791
+19,561
| +16% | +$1.55M | 6.45% | 3 |
|
|
2015
Q3 | $9.74M | Sell |
122,230
-747
| -0.6% | -$59.5K | 6.14% | 4 |
|
|
2015
Q2 | $9.79M | Buy |
122,977
+9,429
| +8% | +$750K | 6.14% | 4 |
|
|
2015
Q1 | $9.11M | Buy |
113,548
+5,134
| +5% | +$412K | 5.74% | 4 |
|
|
2014
Q4 | $8.63M | Buy |
108,414
+15,569
| +17% | +$1.24M | 5.72% | 4 |
|
|
2014
Q3 | $7.42M | Buy |
92,845
+66,345
| +250% | +$5.3M | 5.15% | 4 |
|
|
2014
Q2 | $2.13M | Buy |
26,500
+500
| +2% | +$40.2K | 1.74% | 9 |
|
|
2014
Q1 | $2.08M | Hold |
26,000
| – | – | 1.7% | 10 |
|
|
2013
Q4 | $2.07M | Buy |
+26,000
| New | +$2.07M | 1.71% | 9 |
|