RPg Family Wealth Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-315
| Closed | -$24.9K | – | 290 |
|
2020
Q1 | $24.9K | Hold |
315
| – | – | 0.02% | 177 |
|
2019
Q4 | $25.5K | Sell |
315
-4,099
| -93% | -$332K | 0.01% | 193 |
|
2019
Q3 | $358K | Sell |
4,414
-19,215
| -81% | -$1.56M | 0.22% | 82 |
|
2019
Q2 | $1.91M | Sell |
23,629
-6,707
| -22% | -$541K | 1.13% | 28 |
|
2019
Q1 | $2.42M | Buy |
+30,336
| New | +$2.42M | 1.43% | 26 |
|
2018
Q2 | – | Sell |
-250
| Closed | -$19.6K | – | 288 |
|
2018
Q1 | $19.6K | Sell |
250
-62
| -20% | -$4.86K | 0.02% | 196 |
|
2017
Q4 | $24.7K | Buy |
+312
| New | +$24.7K | 0.02% | 190 |
|
2017
Q3 | – | Sell |
-598
| Closed | -$47.9K | – | 316 |
|
2017
Q2 | $47.9K | Buy |
598
+302
| +102% | +$24.2K | 0.04% | 155 |
|
2017
Q1 | $23.6K | Buy |
+296
| New | +$23.6K | 0.02% | 200 |
|
2016
Q1 | – | Sell |
-411
| Closed | -$32.5K | – | 288 |
|
2015
Q4 | $32.5K | Buy |
+411
| New | +$32.5K | 0.03% | 119 |
|