Proquility Private Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,929
| Closed | -$746K | – | 104 |
|
|
2023
Q3 | $746K | Sell |
9,929
-21
| -0.2% | -$1.58K | 0.31% | 76 |
|
|
2023
Q2 | $753K | Buy |
9,950
+17
| +0.2% | +$1.29K | 0.29% | 79 |
|
|
2023
Q1 | $757K | Sell |
9,933
-2,433
| -20% | -$185K | 0.3% | 82 |
|
|
2022
Q4 | $930K | Sell |
12,366
-2,460
| -17% | -$185K | 0.38% | 66 |
|
|
2022
Q3 | $1.1M | Sell |
14,826
-4,855
| -25% | -$361K | 0.51% | 59 |
|
|
2022
Q2 | $1.5M | Sell |
19,681
-19
| -0.1% | -$1.45K | 0.64% | 54 |
|
|
2022
Q1 | $1.52M | Buy |
19,700
+248
| +1% | +$19.1K | 0.63% | 55 |
|
|
2021
Q4 | $1.54M | Sell |
19,452
-1,734
| -8% | -$138K | 0.54% | 59 |
|
|
2021
Q3 | $1.75M | Buy |
21,186
+1,433
| +7% | +$118K | 0.66% | 55 |
|
|
2021
Q2 | $1.63M | Sell |
19,753
-4,732
| -19% | -$391K | 0.61% | 57 |
|
|
2021
Q1 | $2.02M | Buy |
24,485
+440
| +2% | +$36.3K | 0.81% | 46 |
|
|
2020
Q4 | $2M | Buy |
+24,045
| New | +$2M | 0.91% | 33 |
|