SPWG
Sage Private Wealth Group’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 |
-180
| Closed | -$13K | – | 175 |
|
|
2022
Q3 | $13K | Hold |
180
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $14K | Buy |
180
+2
| +1% | +$156 | 0.02% | 130 |
|
|
2022
Q1 | $14K | Hold |
178
| – | – | 0.01% | 135 |
|
|
2021
Q4 | $14K | Buy |
178
+1
| +0.6% | +$79 | 0.02% | 134 |
|
|
2021
Q3 | $15K | Buy |
177
+1
| +0.6% | +$85 | 0.02% | 131 |
|
|
2021
Q2 | $15K | Hold |
176
| – | – | 0.02% | 126 |
|
|
2021
Q1 | $14K | Buy |
176
+1
| +0.6% | +$80 | 0.02% | 132 |
|
|
2020
Q4 | $15K | Buy |
+175
| New | +$15K | 0.04% | 117 |
|