RWA
Rainsberger Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-88,799
| Closed | -$6.67M | – | 72 |
|
2023
Q3 | $6.67M | Buy |
88,799
+5,248
| +6% | +$394K | 4.09% | 8 |
|
2023
Q2 | $6.32M | Buy |
83,551
+14,780
| +21% | +$1.12M | 3.81% | 8 |
|
2023
Q1 | $5.24M | Buy |
68,771
+2,744
| +4% | +$209K | 3.11% | 11 |
|
2022
Q4 | $4.96M | Sell |
66,027
-5,478
| -8% | -$412K | 3.16% | 10 |
|
2022
Q3 | $5.31M | Buy |
71,505
+6,666
| +10% | +$495K | 3.65% | 8 |
|
2022
Q2 | $4.95M | Buy |
64,839
+1,545
| +2% | +$118K | 3.62% | 10 |
|
2022
Q1 | $4.94M | Buy |
63,294
+3,397
| +6% | +$265K | 3.16% | 11 |
|
2021
Q4 | $4.87M | Buy |
+59,897
| New | +$4.87M | 2.86% | 14 |
|