LWA
Lenox Wealth 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
Q1 | $6K | Hold |
71
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 584 |
|
|
2021
Q3 | $6K | Sell |
71
-364
| -84% | -$30.8K | ﹤0.01% | 537 |
|
|
2021
Q2 | $36K | Buy |
435
+1
| +0.2% | +$83 | ﹤0.01% | 281 |
|
|
2021
Q1 | $36K | Buy |
434
+1
| +0.2% | +$83 | ﹤0.01% | 231 |
|
|
2020
Q4 | $36K | Sell |
433
-169
| -28% | -$14.1K | 0.01% | 232 |
|
|
2020
Q3 | $50K | Buy |
602
+3
| +0.5% | +$249 | 0.01% | 163 |
|
|
2020
Q2 | $50K | Sell |
599
-43,975
| -99% | -$3.67M | 0.01% | 164 |
|
|
2020
Q1 | $3.53M | Sell |
44,574
-49,310
| -53% | -$3.9M | 0.66% | 19 |
|
|
2019
Q4 | $7.61M | Buy |
93,884
+3,143
| +3% | +$255K | 1.18% | 14 |
|
|
2019
Q3 | $7.36M | Buy |
90,741
+46,612
| +106% | +$3.78M | 1.23% | 14 |
|
|
2019
Q2 | $3.56M | Buy |
44,129
+2,492
| +6% | +$201K | 0.62% | 15 |
|
|
2019
Q1 | $3.32M | Buy |
41,637
+2,437
| +6% | +$194K | 0.62% | 15 |
|
|
2018
Q4 | $3.06M | Buy |
39,200
+39,065
| +28,937% | +$3.04M | 0.65% | 16 |
|
|
2018
Q3 | $11K | Hold |
135
| – | – | ﹤0.01% | 277 |
|
|
2018
Q2 | $11K | Sell |
135
-834
| -86% | -$68K | ﹤0.01% | 346 |
|
|
2018
Q1 | $76K | Sell |
969
-918
| -49% | -$72K | 0.02% | 127 |
|
|
2017
Q4 | $150K | Buy |
+1,887
| New | +$150K | 0.04% | 56 |
|
|
2014
Q1 | – | Sell |
-505
| Closed | -$40K | – | 333 |
|
|
2013
Q4 | $40K | Buy |
+505
| New | +$40K | 0.03% | 76 |
|