SWMG
Signature Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,146
| Closed | -$89K | – | 284 |
|
|
2018
Q3 | $89K | Sell |
1,146
-227
| -17% | -$17.6K | 0.07% | 90 |
|
|
2018
Q2 | $107K | Sell |
1,373
-42,840
| -97% | -$3.34M | 0.08% | 80 |
|
|
2018
Q1 | $3.47M | Sell |
44,213
-863
| -2% | -$67.7K | 2.68% | 6 |
|
|
2017
Q4 | $3.58M | Buy |
+45,076
| New | +$3.58M | 2.62% | 7 |
|