RFA
Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,147
| Closed | -$88.7K | – | 460 |
|
|
2023
Q4 | $88.7K | Buy |
1,147
+14
| +1% | +$1.08K | 0.05% | 256 |
|
|
2023
Q3 | $85.2K | Buy |
1,133
+315
| +39% | +$23.7K | 0.06% | 245 |
|
|
2023
Q2 | $61.9K | Hold |
818
| – | – | 0.04% | 300 |
|
|
2023
Q1 | $62.4K | Sell |
818
-12,727
| -94% | -$971K | 0.04% | 297 |
|
|
2022
Q4 | $1.02M | Buy |
13,545
+3,274
| +32% | +$246K | 0.54% | 42 |
|
|
2022
Q3 | $763K | Buy |
10,271
+890
| +9% | +$66.1K | 0.51% | 47 |
|
|
2022
Q2 | $716K | Sell |
9,381
-876
| -9% | -$66.9K | 0.46% | 58 |
|
|
2022
Q1 | $801K | Buy |
10,257
+3,867
| +61% | +$302K | 0.5% | 52 |
|
|
2021
Q4 | $519K | Buy |
+6,390
| New | +$519K | 0.41% | 68 |
|