TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $277K | Buy |
3,584
+32
| +0.9% | +$2.48K | 0.07% | 106 |
|
|
2023
Q3 | $267K | Buy |
3,552
+5
| +0.1% | +$376 | 0.07% | 97 |
|
|
2023
Q2 | $268K | Sell |
3,547
-580
| -14% | -$43.9K | 0.07% | 99 |
|
|
2023
Q1 | $315K | Buy |
4,127
+12
| +0.3% | +$915 | 0.09% | 88 |
|
|
2022
Q4 | $309K | Buy |
4,115
+72
| +2% | +$5.41K | 0.09% | 89 |
|
|
2022
Q3 | $300K | Sell |
4,043
-470
| -10% | -$34.9K | 0.09% | 87 |
|
|
2022
Q2 | $344K | Sell |
4,513
-94
| -2% | -$7.17K | 0.12% | 76 |
|
|
2022
Q1 | $360K | Buy |
4,607
+75
| +2% | +$5.86K | 0.11% | 83 |
|
|
2021
Q4 | $368K | Buy |
4,532
+614
| +16% | +$49.9K | 0.11% | 90 |
|
|
2021
Q3 | $323K | Sell |
3,918
-20
| -0.5% | -$1.65K | 0.1% | 92 |
|
|
2021
Q2 | $326K | Sell |
3,938
-11
| -0.3% | -$911 | 0.1% | 88 |
|
|
2021
Q1 | $326K | Buy |
3,949
+1,410
| +56% | +$116K | 0.11% | 81 |
|
|
2020
Q4 | $211K | Buy |
2,539
+12
| +0.5% | +$997 | 0.08% | 102 |
|
|
2020
Q3 | $209K | Buy |
2,527
+11
| +0.4% | +$910 | 0.08% | 96 |
|
|
2020
Q2 | $208K | Sell |
2,516
-640
| -20% | -$52.9K | 0.09% | 92 |
|
|
2020
Q1 | $250K | Sell |
3,156
-305,749
| -99% | -$24.2M | 0.12% | 79 |
|
|
2019
Q4 | $25M | Buy |
308,905
+9,564
| +3% | +$775K | 10.64% | 1 |
|
|
2019
Q3 | $24.3M | Buy |
299,341
+13,060
| +5% | +$1.06M | 11.6% | 1 |
|
|
2019
Q2 | $23.1M | Buy |
286,281
+30,415
| +12% | +$2.45M | 11.26% | 1 |
|
|
2019
Q1 | $20.4M | Sell |
255,866
-6,592
| -3% | -$526K | 10.01% | 2 |
|
|
2018
Q4 | $20.5M | Buy |
+262,458
| New | +$20.5M | 11.05% | 1 |
|