NWS
Newport Wealth Strategies’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 | $951K | Sell |
11,540
-3,680
| -24% | -$303K | 0.58% | 37 |
|
|
2021
Q2 | $1.26M | Sell |
15,220
-2,620
| -15% | -$217K | 0.73% | 32 |
|
|
2021
Q1 | $1.47M | Sell |
17,840
-3,970
| -18% | -$328K | 0.91% | 30 |
|
|
2020
Q4 | $1.81M | Hold |
21,810
| – | – | 1.35% | 25 |
|
|
2020
Q3 | $1.81M | Buy |
21,810
+5,450
| +33% | +$451K | 1.34% | 25 |
|
|
2020
Q2 | $1.35M | Buy |
+16,360
| New | +$1.35M | 1.23% | 25 |
|