SHWM
Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,670
| Closed | -$294K | – | 62 |
|
|
2017
Q2 | $294K | Hold |
3,670
| – | – | 0.14% | 39 |
|
|
2017
Q1 | $293K | Sell |
3,670
-2,147
| -37% | -$171K | 0.14% | 35 |
|
|
2016
Q4 | $462K | Sell |
5,817
-2,860
| -33% | -$227K | 0.24% | 30 |
|
|
2016
Q3 | $699K | Sell |
8,677
-1,334
| -13% | -$107K | 0.37% | 23 |
|
|
2016
Q2 | $809K | Sell |
10,011
-10,694
| -52% | -$864K | 0.39% | 22 |
|
|
2016
Q1 | $1.66M | Sell |
20,705
-2,899
| -12% | -$232K | 0.69% | 16 |
|
|
2015
Q4 | $1.86M | Buy |
+23,604
| New | +$1.86M | 0.91% | 15 |
|
|
2014
Q1 | – | Sell |
-269
| Closed | -$21K | – | 208 |
|
|
2013
Q4 | $21K | Buy |
269
+1
| +0.4% | +$78 | 0.01% | 163 |
|
|
2013
Q3 | $21K | Buy |
268
+1
| +0.4% | +$78 | 0.01% | 153 |
|
|
2013
Q2 | $21K | Buy |
+267
| New | +$21K | 0.01% | 128 |
|