MWM
Modern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,744
| Closed | -$297K | – | 601 |
|
|
2024
Q3 | $297K | Buy |
3,744
+336
| +10% | +$26.7K | 0.02% | 344 |
|
|
2024
Q2 | $263K | Sell |
3,408
-905
| -21% | -$69.9K | 0.02% | 335 |
|
|
2024
Q1 | $333K | Buy |
4,313
+692
| +19% | +$53.5K | 0.03% | 228 |
|
|
2023
Q4 | $280K | Buy |
+3,621
| New | +$280K | 0.04% | 151 |
|