SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,076
| Closed | -$318K | – | 219 |
|
|
2018
Q4 | $318K | Buy |
+4,076
| New | +$318K | 0.04% | 174 |
|
|
2018
Q2 | – | Sell |
-10,387
| Closed | -$833K | – | 232 |
|
|
2018
Q1 | $833K | Buy |
10,387
+1,365
| +15% | +$109K | 0.1% | 122 |
|
|
2017
Q4 | $715K | Sell |
9,022
-1,365
| -13% | -$108K | 0.08% | 131 |
|
|
2017
Q3 | $833K | Sell |
10,387
-930
| -8% | -$74.6K | 0.1% | 122 |
|
|
2017
Q2 | $906K | Buy |
11,317
+1,318
| +13% | +$106K | 0.12% | 114 |
|
|
2017
Q1 | $797K | Buy |
9,999
+3,154
| +46% | +$251K | 0.11% | 120 |
|
|
2016
Q4 | $543K | Buy |
6,845
+2,740
| +67% | +$217K | 0.08% | 134 |
|
|
2016
Q3 | $331K | Sell |
4,105
-374
| -8% | -$30.2K | 0.05% | 160 |
|
|
2016
Q2 | $362K | Hold |
4,479
| – | – | 0.06% | 159 |
|
|
2016
Q1 | $358K | Sell |
4,479
-374
| -8% | -$29.9K | 0.06% | 160 |
|
|
2015
Q4 | $383K | Buy |
+4,853
| New | +$383K | 0.07% | 170 |
|
|
2014
Q2 | – | Sell |
-14,640
| Closed | -$1.17M | – | 167 |
|
|
2014
Q1 | $1.17M | Sell |
14,640
-277
| -2% | -$22.2K | 0.55% | 49 |
|
|
2013
Q4 | $1.19M | Buy |
+14,917
| New | +$1.19M | 0.71% | 38 |
|