VBFG
Vishria Bird Financial Group’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 | – | Sell |
-3,297
| Closed | -$251K | – | 59 |
|
|
2022
Q2 | $251K | Sell |
3,297
-19,412
| -85% | -$1.48M | 0.17% | 48 |
|
|
2022
Q1 | $1.77M | Sell |
22,709
-45,022
| -66% | -$3.52M | 0.98% | 20 |
|
|
2021
Q4 | $5.5M | Sell |
67,731
-2,325
| -3% | -$189K | 2.56% | 15 |
|
|
2021
Q3 | $5.77M | Sell |
70,056
-474
| -0.7% | -$39.1K | 3.03% | 13 |
|
|
2021
Q2 | $5.83M | Sell |
70,530
-3,836
| -5% | -$317K | 2.87% | 15 |
|
|
2021
Q1 | $6.14M | Sell |
74,366
-108,729
| -59% | -$8.97M | 3.39% | 12 |
|
|
2020
Q4 | $15.2M | Sell |
183,095
-87,620
| -32% | -$7.29M | 8.68% | 1 |
|
|
2020
Q3 | $22.4M | Sell |
270,715
-75,034
| -22% | -$6.22M | 14.1% | 1 |
|
|
2020
Q2 | $28.6M | Buy |
+345,749
| New | +$28.6M | 22.35% | 1 |
|