SFWA
Summit Financial Wealth Advisors’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
Q4 | – | Sell |
-5,267
| Closed | -$422K | – | 152 |
|
|
2017
Q3 | $422K | Hold |
5,267
| – | – | 0.15% | 91 |
|
|
2017
Q2 | $422K | Buy |
5,267
+25
| +0.5% | +$2K | 0.17% | 98 |
|
|
2017
Q1 | $418K | Hold |
5,242
| – | – | 0.18% | 98 |
|
|
2016
Q4 | $416K | Buy |
+5,242
| New | +$416K | 0.18% | 100 |
|
|
2015
Q4 | – | Sell |
-9,400
| Closed | -$749K | – | 212 |
|
|
2015
Q3 | $749K | Hold |
9,400
| – | – | 0.48% | 42 |
|
|
2015
Q2 | $748K | Buy |
+9,400
| New | +$748K | 0.46% | 44 |
|