MWA
MFA 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,489
| Closed | -$502K | – | 98 |
|
2023
Q4 | $502K | Buy |
+6,489
| New | +$502K | 0.14% | 61 |
|
2022
Q2 | – | Sell |
-427,353
| Closed | -$33.4M | – | 68 |
|
2022
Q1 | $33.4M | Buy |
427,353
+388,344
| +996% | +$30.3M | 10.65% | 1 |
|
2021
Q4 | $3.17M | Buy |
39,009
+2,628
| +7% | +$214K | 1.34% | 24 |
|
2021
Q3 | $3M | Sell |
36,381
-1,466
| -4% | -$121K | 1.38% | 24 |
|
2021
Q2 | $3.13M | Sell |
37,847
-757
| -2% | -$62.6K | 1.41% | 27 |
|
2021
Q1 | $3.19M | Buy |
38,604
+33,635
| +677% | +$2.78M | 1.55% | 26 |
|
2020
Q4 | $414K | Buy |
4,969
+1,004
| +25% | +$83.7K | 0.37% | 31 |
|
2020
Q3 | $329K | Buy |
3,965
+2,260
| +133% | +$188K | 0.35% | 29 |
|
2020
Q2 | $141K | Sell |
1,705
-5,189
| -75% | -$429K | 0.09% | 47 |
|
2020
Q1 | $540K | Buy |
+6,894
| New | +$540K | 0.52% | 32 |
|