SMWM
Silvia McColl 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,659
| Closed | -$360K | – | 120 |
|
|
2024
Q2 | $360K | Sell |
4,659
-719
| -13% | -$55.6K | 0.3% | 74 |
|
|
2024
Q1 | $411K | Sell |
5,378
-65
| -1% | -$4.97K | 0.35% | 65 |
|
|
2023
Q4 | $421K | Buy |
5,443
+799
| +17% | +$61.8K | 0.38% | 62 |
|
|
2023
Q3 | $349K | Hold |
4,644
| – | – | 0.35% | 64 |
|
|
2023
Q2 | $351K | Hold |
4,644
| – | – | 0.33% | 69 |
|
|
2023
Q1 | $354K | Buy |
4,644
+52
| +1% | +$3.96K | 0.35% | 69 |
|
|
2022
Q4 | $345K | Buy |
+4,592
| New | +$345K | 0.34% | 71 |
|