VWM
Venturi Wealth Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-61,071
| Closed | -$1.52M | – | 341 |
|
|
2021
Q4 | $1.52M | Sell |
61,071
-17,873
| -23% | -$444K | 0.11% | 109 |
|
|
2021
Q3 | $1.99M | Hold |
78,944
| – | – | 0.17% | 90 |
|
|
2021
Q2 | $2M | Buy |
78,944
+127
| +0.2% | +$3.22K | 0.18% | 83 |
|
|
2021
Q1 | $2.01M | Sell |
78,817
-373
| -0.5% | -$9.53K | 0.19% | 81 |
|
|
2020
Q4 | $1.98M | Buy |
+79,190
| New | +$1.98M | 0.2% | 82 |
|