SWPG
Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,372
| Closed | -$274K | – | 64 |
|
|
2021
Q4 | $274K | Sell |
3,372
-207
| -6% | -$16.8K | 0.05% | 61 |
|
|
2021
Q3 | $295K | Buy |
+3,579
| New | +$295K | 0.06% | 58 |
|
|
2021
Q1 | $381K | Sell |
4,616
-633
| -12% | -$52.2K | 0.08% | 47 |
|
|
2020
Q4 | $437K | Sell |
5,249
-403
| -7% | -$33.6K | 0.09% | 42 |
|
|
2020
Q3 | $468K | Sell |
5,652
-210
| -4% | -$17.4K | 0.11% | 39 |
|
|
2020
Q2 | $485K | Sell |
5,862
-49
| -0.8% | -$4.05K | 0.12% | 41 |
|
|
2020
Q1 | $468K | Buy |
5,911
+333
| +6% | +$26.4K | 0.14% | 35 |
|
|
2019
Q4 | $452K | Buy |
5,578
+59
| +1% | +$4.78K | 0.11% | 42 |
|
|
2019
Q3 | $447K | Buy |
5,519
+1,015
| +23% | +$82.2K | 0.12% | 27 |
|
|
2019
Q2 | $363K | Sell |
4,504
-323
| -7% | -$26K | 0.11% | 27 |
|
|
2019
Q1 | $385K | Sell |
4,827
-2,580
| -35% | -$206K | 0.13% | 26 |
|
|
2018
Q4 | $577K | Sell |
7,407
-2,160
| -23% | -$168K | 0.22% | 21 |
|
|
2018
Q3 | $339K | Sell |
9,567
-1,387
| -13% | -$49.1K | 7.29% | 3 |
|
|
2018
Q2 | $333K | Sell |
10,954
-5,457
| -33% | -$166K | 6.57% | 3 |
|
|
2018
Q1 | $1.29K | Buy |
16,411
+6,741
| +70% | +$529 | 0.1% | 38 |
|
|
2017
Q4 | $767K | Sell |
9,670
-2,464
| -20% | -$195K | 0.34% | 18 |
|
|
2017
Q3 | $972K | Sell |
12,134
-659
| -5% | -$52.8K | 0.43% | 17 |
|
|
2017
Q2 | $1.02M | Sell |
12,793
-712
| -5% | -$57K | 0.5% | 15 |
|
|
2017
Q1 | $1.08M | Sell |
13,505
-3,940
| -23% | -$314K | 0.55% | 15 |
|
|
2016
Q4 | $1.39M | Buy |
+17,445
| New | +$1.39M | 0.66% | 14 |
|