VBWMG
Von Berge Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,823
| Closed | -$221K | – | 68 |
|
|
2024
Q3 | $221K | Sell |
2,823
-353
| -11% | -$27.6K | 0.14% | 61 |
|
|
2024
Q2 | $244K | Buy |
3,176
+18
| +0.6% | +$1.39K | 0.16% | 56 |
|
|
2024
Q1 | $244K | Sell |
3,158
-330
| -9% | -$25.5K | 0.16% | 56 |
|
|
2023
Q4 | $271K | Sell |
3,488
-494
| -12% | -$38.4K | 0.21% | 53 |
|
|
2023
Q3 | $299K | Sell |
3,982
-2,141
| -35% | -$161K | 0.26% | 43 |
|
|
2023
Q2 | $463K | Sell |
6,123
-300
| -5% | -$22.7K | 0.38% | 35 |
|
|
2023
Q1 | $490K | Sell |
6,423
-5
| -0.1% | -$382 | 0.44% | 33 |
|
|
2022
Q4 | $490K | Sell |
6,428
-1,780
| -22% | -$136K | 0.44% | 32 |
|
|
2022
Q3 | $608K | Sell |
8,208
-1,926
| -19% | -$143K | 0.65% | 30 |
|
|
2022
Q2 | $773K | Buy |
10,134
+20
| +0.2% | +$1.53K | 0.8% | 27 |
|
|
2022
Q1 | $783K | Sell |
10,114
-732
| -7% | -$56.7K | 0.71% | 29 |
|
|
2021
Q4 | $871K | Buy |
+10,846
| New | +$871K | 0.8% | 28 |
|