UIA
UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $260K | Hold |
3,504
| – | – | 0.13% | 77 |
|
|
2022
Q2 | $270K | Sell |
3,504
-1,090
| -24% | -$84K | 0.11% | 95 |
|
|
2022
Q1 | $320K | Buy |
4,594
+1,316
| +40% | +$91.7K | 0.12% | 89 |
|
|
2021
Q4 | $270K | Hold |
3,278
| – | – | 0.1% | 92 |
|
|
2021
Q3 | $270K | Buy |
3,278
+63
| +2% | +$5.19K | 0.1% | 93 |
|
|
2021
Q2 | $270K | Hold |
3,215
| – | – | 0.1% | 99 |
|
|
2021
Q1 | $270K | Buy |
3,215
+643
| +25% | +$54K | 0.11% | 98 |
|
|
2020
Q4 | $214K | Buy |
+2,572
| New | +$214K | 0.11% | 76 |
|