RWA
Rooted 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,908
| Closed | -$229K | – | 100 |
|
|
2024
Q3 | $229K | Sell |
2,908
-32,647
| -92% | -$2.57M | 0.1% | 91 |
|
|
2024
Q2 | $2.77M | Sell |
35,555
-14,174
| -29% | -$1.1M | 1.22% | 18 |
|
|
2024
Q1 | $3.83M | Buy |
49,729
+1,218
| +3% | +$93.7K | 1.88% | 15 |
|
|
2023
Q4 | $3.75M | Buy |
48,511
+4,871
| +11% | +$376K | 1.96% | 16 |
|
|
2023
Q3 | $3.31M | Sell |
43,640
-7,366
| -14% | -$558K | 2.04% | 16 |
|
|
2023
Q2 | $3.84M | Buy |
51,006
+45,160
| +772% | +$3.4M | 2.59% | 11 |
|
|
2023
Q1 | $446K | Buy |
+5,846
| New | +$446K | 0.33% | 50 |
|