SLWA
San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,127
| Closed | -$238K | – | 187 |
|
|
2023
Q1 | $238K | Sell |
3,127
-24,832
| -89% | -$1.89M | 0.09% | 146 |
|
|
2022
Q4 | $2.1M | Sell |
27,959
-3,688
| -12% | -$277K | 1.96% | 16 |
|
|
2022
Q3 | $2.35M | Sell |
31,647
-5,058
| -14% | -$376K | 2.46% | 9 |
|
|
2022
Q2 | $2.8M | Buy |
36,705
+7,006
| +24% | +$534K | 3.22% | 8 |
|
|
2022
Q1 | $2.41M | Hold |
29,699
| – | – | 1.18% | 15 |
|
|
2021
Q4 | $2.41M | Sell |
29,699
-32,697
| -52% | -$2.66M | 2.46% | 7 |
|
|
2021
Q3 | $5.14M | Buy |
+62,396
| New | +$5.14M | 2.86% | 7 |
|
|
2020
Q4 | $4.93M | Buy |
+59,239
| New | +$4.93M | 3.18% | 7 |
|