PWMG
Pioneer Wealth Management Group’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
Q3 | $8.53M | Sell |
107,465
-40,832
| -28% | -$3.24M | 4.07% | 9 |
|
|
2024
Q2 | $11.5M | Buy |
148,297
+17,143
| +13% | +$1.32M | 6.09% | 5 |
|
|
2024
Q1 | $10.1M | Buy |
131,154
+6,099
| +5% | +$472K | 5.8% | 5 |
|
|
2023
Q4 | $9.68M | Buy |
125,055
+20,387
| +19% | +$1.58M | 6.02% | 5 |
|
|
2023
Q3 | $7.87M | Sell |
104,668
-8,429
| -7% | -$633K | 5.99% | 5 |
|
|
2023
Q2 | $8.56M | Buy |
113,097
+31,531
| +39% | +$2.39M | 6.8% | 5 |
|
|
2023
Q1 | $6.22M | Buy |
81,566
+44,155
| +118% | +$3.37M | 5.53% | 7 |
|
|
2022
Q4 | $2.81M | Buy |
+37,411
| New | +$2.81M | 2.65% | 14 |
|