MWM
Minot 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
Q4 | – | Sell |
-2,905
| Closed | -$239K | – | 215 |
|
|
2021
Q3 | $239K | Buy |
2,905
+18
| +0.6% | +$1.48K | 0.05% | 178 |
|
|
2021
Q2 | $238K | Sell |
2,887
-371
| -11% | -$30.6K | 0.05% | 177 |
|
|
2021
Q1 | $269K | Hold |
3,258
| – | – | 0.07% | 145 |
|
|
2020
Q4 | $271K | Hold |
3,258
| – | – | 0.08% | 129 |
|
|
2020
Q3 | $270K | Buy |
+3,258
| New | +$270K | 0.1% | 117 |
|