TW
Transform Wealth’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 |
-2,901
| Closed | -$236K | – | 233 |
|
2021
Q4 | $236K | Hold |
2,901
| – | – | 0.02% | 207 |
|
2021
Q3 | $239K | Buy |
+2,901
| New | +$239K | 0.03% | 205 |
|
2018
Q2 | – | Sell |
-4,262
| Closed | -$334K | – | 233 |
|
2018
Q1 | $334K | Hold |
4,262
| – | – | 0.06% | 191 |
|
2017
Q4 | $338K | Sell |
4,262
-13
| -0.3% | -$1.03K | 0.06% | 209 |
|
2017
Q3 | $343K | Buy |
+4,275
| New | +$343K | 0.12% | 171 |
|
2017
Q2 | – | Sell |
-3,225
| Closed | -$257K | – | 180 |
|
2017
Q1 | $257K | Buy |
+3,225
| New | +$257K | 0.1% | 192 |
|