LWM
Lodestone 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 |
-4,296
| Closed | -$323K | – | 146 |
|
|
2023
Q3 | $323K | Sell |
4,296
-3,439
| -44% | -$258K | 0.23% | 99 |
|
|
2023
Q2 | $585K | Sell |
7,735
-5,607
| -42% | -$424K | 0.4% | 66 |
|
|
2023
Q1 | $1.02M | Sell |
13,342
-26
| -0.2% | -$1.98K | 0.78% | 43 |
|
|
2022
Q4 | $1.01M | Buy |
+13,368
| New | +$1.01M | 0.81% | 44 |
|