Trevian Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$634K Sell
2022
Q3
$1.76M Sell
2022
Q2
$2.01M Sell
2022
Q1
$2.22M Sell
2021
Q4
$2.6M Buy