SWM
Selective Wealth Management’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 |
-1,969
| Closed | -$146K | – | 694 |
|
|
2022
Q3 | $146K | Buy |
1,969
+668
| +51% | +$49.5K | 0.06% | 164 |
|
|
2022
Q2 | $99K | Sell |
1,301
-1,275
| -49% | -$97K | 0.04% | 222 |
|
|
2022
Q1 | $201K | Sell |
2,576
-537
| -17% | -$41.9K | 0.07% | 133 |
|
|
2021
Q4 | $253K | Buy |
+3,113
| New | +$253K | 0.1% | 101 |
|