TWM
Trevian 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
Q1 | – | Sell |
-8,435
| Closed | -$634K | – | 36 |
|
|
2022
Q4 | $634K | Sell |
8,435
-15,232
| -64% | -$1.14M | 0.69% | 19 |
|
|
2022
Q3 | $1.76M | Sell |
23,667
-2,700
| -10% | -$201K | 1.98% | 9 |
|
|
2022
Q2 | $2.01M | Sell |
26,367
-2,031
| -7% | -$155K | 2.18% | 8 |
|
|
2022
Q1 | $2.22M | Sell |
28,398
-3,577
| -11% | -$279K | 2.15% | 6 |
|
|
2021
Q4 | $2.6M | Buy |
+31,975
| New | +$2.6M | 2.49% | 4 |
|