RWP
Ridgecrest 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
Q4 | – | Sell |
-3,245
| Closed | -$241K | – | 100 |
|
|
2022
Q3 | $241K | Sell |
3,245
-3,670
| -53% | -$273K | 0.2% | 80 |
|
|
2022
Q2 | $527K | Sell |
6,915
-15,710
| -69% | -$1.2M | 0.38% | 50 |
|
|
2022
Q1 | $1.77M | Sell |
22,625
-119,761
| -84% | -$9.35M | 1.12% | 24 |
|
|
2021
Q4 | $11.6M | Buy |
142,386
+17,423
| +14% | +$1.42M | 5.63% | 3 |
|
|
2021
Q3 | $10.3M | Buy |
124,963
+42,231
| +51% | +$3.48M | 5.61% | 3 |
|
|
2021
Q2 | $6.84M | Buy |
+82,732
| New | +$6.84M | 4.27% | 3 |
|