NEGWA
New England Guild 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.5M | Buy |
166,210
+151,807
| +1,054% | +$11.4M | 6.59% | 3 |
|
|
2022
Q3 | $1.07M | Sell |
14,403
-29
| -0.2% | -$2.15K | 0.65% | 32 |
|
|
2022
Q2 | $1.1M | Sell |
14,432
-2,149
| -13% | -$164K | 0.68% | 33 |
|
|
2022
Q1 | $1.3M | Sell |
16,581
-15,042
| -48% | -$1.17M | 0.69% | 31 |
|
|
2021
Q4 | $2.57M | Sell |
31,623
-1,277
| -4% | -$104K | 1.29% | 25 |
|
|
2021
Q3 | $2.71M | Buy |
32,900
+6,692
| +26% | +$551K | 1.44% | 21 |
|
|
2021
Q2 | $2.17M | Buy |
26,208
+75
| +0.3% | +$6.2K | 1.18% | 28 |
|
|
2021
Q1 | $2.16M | Buy |
26,133
+4,659
| +22% | +$384K | 1.21% | 25 |
|
|
2020
Q4 | $1.79M | Buy |
21,474
+972
| +5% | +$80.9K | 1.06% | 29 |
|
|
2020
Q3 | $1.7M | Buy |
20,502
+173
| +0.9% | +$14.3K | 1.19% | 27 |
|
|
2020
Q2 | $1.68M | Buy |
20,329
+58
| +0.3% | +$4.79K | 1.23% | 27 |
|
|
2020
Q1 | $1.6M | Sell |
20,271
-3,406
| -14% | -$269K | 1.44% | 24 |
|
|
2019
Q4 | $1.92M | Sell |
23,677
-436
| -2% | -$35.3K | 1.38% | 23 |
|
|
2019
Q3 | $1.95M | Buy |
24,113
+388
| +2% | +$31.4K | 1.4% | 23 |
|
|
2019
Q2 | $1.91M | Sell |
23,725
-1,130
| -5% | -$91.2K | 1.42% | 23 |
|
|
2019
Q1 | $1.98M | Sell |
24,855
-584
| -2% | -$46.6K | 1.5% | 22 |
|
|
2018
Q4 | $1.98M | Sell |
25,439
-23,612
| -48% | -$1.84M | 1.66% | 20 |
|
|
2018
Q3 | $3.83M | Sell |
49,051
-280
| -0.6% | -$21.9K | 3.46% | 13 |
|
|
2018
Q2 | $3.85M | Sell |
49,331
-11,940
| -19% | -$933K | 3.52% | 13 |
|
|
2018
Q1 | $4.81M | Sell |
61,271
-662
| -1% | -$51.9K | 4.55% | 10 |
|
|
2017
Q4 | $4.87M | Buy |
+61,933
| New | +$4.87M | 4.66% | 9 |
|