OWM
Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-64,007
| Closed | -$4.88M | – | 69 |
|
|
2022
Q2 | $4.88M | Sell |
64,007
-14,622
| -19% | -$1.12M | 0.28% | 23 |
|
|
2022
Q1 | $6.14M | Buy |
78,629
+24,458
| +45% | +$1.91M | 0.42% | 20 |
|
|
2021
Q4 | $4.4M | Buy |
54,171
+22,166
| +69% | +$1.8M | 0.43% | 20 |
|
|
2021
Q3 | $2.64M | Buy |
32,005
+7,543
| +31% | +$622K | 0.3% | 21 |
|
|
2021
Q2 | $2.02M | Sell |
24,462
-7,887
| -24% | -$652K | 0.25% | 22 |
|
|
2021
Q1 | $2.67M | Buy |
32,349
+1,525
| +5% | +$126K | 0.38% | 20 |
|
|
2020
Q4 | $2.57M | Buy |
30,824
+8,877
| +40% | +$739K | 0.53% | 19 |
|
|
2020
Q3 | $1.82M | Buy |
21,947
+1,471
| +7% | +$122K | 0.51% | 19 |
|
|
2020
Q2 | $1.69M | Buy |
+20,476
| New | +$1.69M | 0.64% | 19 |
|
|
2016
Q1 | – | Sell |
-3,340
| Closed | -$260K | – | 22 |
|
|
2015
Q4 | $260K | Buy |
+3,340
| New | +$260K | 0.22% | 18 |
|