TA
TrueWealth Advisors’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
Q3 | – | Sell |
-3,884
| Closed | -$294K | – | 207 |
|
|
2023
Q2 | $294K | Sell |
3,884
-1,008
| -21% | -$76.3K | 0.12% | 131 |
|
|
2023
Q1 | $373K | Sell |
4,892
-25,210
| -84% | -$1.92M | 0.16% | 100 |
|
|
2022
Q4 | $2.26M | Sell |
30,102
-2,500
| -8% | -$188K | 0.99% | 22 |
|
|
2022
Q3 | $2.42M | Buy |
32,602
+623
| +2% | +$46.3K | 1.15% | 17 |
|
|
2022
Q2 | $2.44M | Sell |
31,979
-57,099
| -64% | -$4.35M | 1.13% | 20 |
|
|
2022
Q1 | $7.24M | Hold |
89,078
| – | – | 3.25% | 8 |
|
|
2021
Q4 | $7.24M | Buy |
89,078
+1,005
| +1% | +$81.7K | 3.25% | 8 |
|
|
2021
Q3 | $7.26M | Sell |
88,073
-4,342
| -5% | -$358K | 4.08% | 6 |
|
|
2021
Q2 | $7.64M | Buy |
92,415
+8,704
| +10% | +$720K | 4.46% | 5 |
|
|
2021
Q1 | $6.92M | Sell |
83,711
-5,908
| -7% | -$488K | 4.49% | 4 |
|
|
2020
Q4 | $7.44M | Buy |
+89,619
| New | +$7.44M | 6.39% | 2 |
|