PFA
Pathway Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,695
| Closed | -$522K | – | 97 |
|
|
2018
Q4 | $522K | Hold |
6,695
| – | – | 0.29% | 49 |
|
|
2018
Q3 | $521K | Sell |
6,695
-105,968
| -94% | -$8.25M | 0.29% | 48 |
|
|
2018
Q2 | $8.8M | Sell |
112,663
-36,738
| -25% | -$2.87M | 5.16% | 4 |
|
|
2018
Q1 | $11.7M | Buy |
149,401
+11,707
| +9% | +$918K | 6.84% | 3 |
|
|
2017
Q4 | $10.9M | Buy |
+137,694
| New | +$10.9M | 6.3% | 4 |
|