WHCI
W.H. Cornerstone Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,157
| Closed | -$314K | – | 129 |
|
2023
Q2 | $314K | Sell |
4,157
-283
| -6% | -$21.4K | 0.28% | 87 |
|
2023
Q1 | $340K | Buy |
+4,440
| New | +$340K | 0.31% | 84 |
|
2022
Q4 | – | Sell |
-5,462
| Closed | -$407K | – | 129 |
|
2022
Q3 | $407K | Buy |
+5,462
| New | +$407K | 0.43% | 70 |
|