MWM
McNaughton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,197
| Closed | -$264K | – | 50 |
|
|
2021
Q2 | $264K | Sell |
3,197
-548
| -15% | -$45.3K | 0.19% | 48 |
|
|
2021
Q1 | $309K | Sell |
3,745
-2,055
| -35% | -$170K | 0.24% | 39 |
|
|
2020
Q4 | $483K | Sell |
5,800
-22,000
| -79% | -$1.83M | 0.39% | 35 |
|
|
2020
Q3 | $2.3M | Sell |
27,800
-10,080
| -27% | -$835K | 2.02% | 14 |
|
|
2020
Q2 | $3.13M | Buy |
37,880
+85
| +0.2% | +$7.03K | 2.9% | 9 |
|
|
2020
Q1 | $2.99M | Sell |
37,795
-6,825
| -15% | -$540K | 3.19% | 10 |
|
|
2019
Q4 | $3.62M | Buy |
+44,620
| New | +$3.62M | 3.37% | 9 |
|