Ropes Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $296K | Buy |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $127K | Buy |
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|
2019
Q1 | $48K | Buy |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $661K | Buy |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Sell |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $500K | Sell |
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|
2016
Q3 | $548K | Buy |
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