Principle Wealth Partners’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
Q1 | – | Sell |
-3,720
| Closed | -$302K | – | 332 |
|
|
2021
Q4 | $302K | Sell |
3,720
-122
| -3% | -$9.9K | 0.03% | 261 |
|
|
2021
Q3 | $317K | Hold |
3,842
| – | – | 0.04% | 242 |
|
|
2021
Q2 | $318K | Buy |
3,842
+170
| +5% | +$14.1K | 0.04% | 247 |
|
|
2021
Q1 | $303K | Buy |
+3,672
| New | +$303K | 0.04% | 234 |
|