RWA
RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16K | Buy |
+210
| New | +$16K | ﹤0.01% | 104 |
|
|
2018
Q2 | – | Sell |
-4,252
| Closed | -$334K | – | 84 |
|
|
2018
Q1 | $334K | Buy |
4,252
+321
| +8% | +$25.2K | 0.16% | 59 |
|
|
2017
Q4 | $312K | Sell |
3,931
-80
| -2% | -$6.35K | 0.17% | 61 |
|
|
2017
Q3 | $321K | Buy |
+4,011
| New | +$321K | 0.21% | 51 |
|
|
2017
Q1 | – | Sell |
-3,853
| Closed | -$306K | – | 132 |
|
|
2016
Q4 | $306K | Buy |
+3,853
| New | +$306K | 0.17% | 75 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 70 |
|