MWC
MBM Wealth Consultants’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
Q2 | – | Sell |
-129,783
| Closed | -$10.1M | – | 309 |
|
|
2022
Q1 | $10.1M | Buy |
129,783
+6,523
| +5% | +$509K | 4.21% | 5 |
|
|
2021
Q4 | $10M | Buy |
123,260
+12,445
| +11% | +$1.01M | 4.16% | 5 |
|
|
2021
Q3 | $9.13M | Buy |
110,815
+12,253
| +12% | +$1.01M | 4.17% | 6 |
|
|
2021
Q2 | $8.15M | Buy |
+98,562
| New | +$8.15M | 3.82% | 9 |
|
|
2019
Q1 | – | Sell |
-66
| Closed | -$5K | – | 242 |
|
|
2018
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 201 |
|