SWA
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $145K | Sell |
1,924
-25
| -1% | -$1.88K | 0.07% | 131 |
|
|
2023
Q2 | $147K | Hold |
1,949
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $149K | Sell |
1,949
-241
| -11% | -$18.4K | 0.08% | 129 |
|
|
2022
Q4 | $165K | Hold |
2,190
| – | – | 0.06% | 193 |
|
|
2022
Q3 | $163K | Hold |
2,190
| – | – | 0.07% | 189 |
|
|
2022
Q2 | $167K | Sell |
2,190
-1,087
| -33% | -$82.9K | 0.07% | 185 |
|
|
2022
Q1 | $256K | Sell |
3,277
-235
| -7% | -$18.4K | 0.09% | 153 |
|
|
2021
Q4 | $285K | Sell |
3,512
-486
| -12% | -$39.5K | 0.1% | 142 |
|
|
2021
Q3 | $329K | Buy |
3,998
+121
| +3% | +$9.97K | 0.12% | 120 |
|
|
2021
Q2 | $321K | Buy |
3,877
+606
| +19% | +$50.1K | 0.12% | 126 |
|
|
2021
Q1 | $270K | Buy |
3,271
+359
| +12% | +$29.6K | 0.11% | 135 |
|
|
2020
Q4 | $242K | Buy |
2,912
+512
| +21% | +$42.6K | 0.1% | 137 |
|
|
2020
Q3 | $199K | Buy |
2,400
+773
| +48% | +$64K | 0.1% | 141 |
|
|
2020
Q2 | $134K | Buy |
+1,627
| New | +$134K | 0.07% | 180 |
|
|
2018
Q4 | – | Sell |
-204
| Closed | -$15.9K | – | 1195 |
|
|
2018
Q3 | $15.9K | Buy |
204
+75
| +58% | +$5.86K | 0.01% | 671 |
|
|
2018
Q2 | $10.1K | Hold |
129
| – | – | 0.01% | 827 |
|
|
2018
Q1 | $10.1K | Hold |
129
| – | – | 0.01% | 805 |
|
|
2017
Q4 | $10.2K | Sell |
129
-62
| -32% | -$4.92K | 0.01% | 769 |
|
|
2017
Q3 | $15.3K | Hold |
191
| – | – | 0.01% | 633 |
|
|
2017
Q2 | $15.3K | Hold |
191
| – | – | 0.01% | 623 |
|
|
2017
Q1 | $15.2K | Hold |
191
| – | – | 0.01% | 598 |
|
|
2016
Q4 | $15.2K | Hold |
191
| – | – | 0.01% | 579 |
|
|
2016
Q3 | $15.4K | Sell |
191
-186
| -49% | -$15K | 0.01% | 538 |
|
|
2016
Q2 | $30.5K | Hold |
377
| – | – | 0.03% | 328 |
|
|
2016
Q1 | $30.2K | Buy |
+377
| New | +$30.2K | 0.03% | 336 |
|