WAM
Wealthspire Advisors (Maryland)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,923
| Closed | -$153K | – | 2013 |
|
|
2019
Q1 | $153K | Sell |
1,923
-20
| -1% | -$1.59K | 0.01% | 508 |
|
|
2018
Q4 | $151K | Sell |
1,943
-4,690
| -71% | -$364K | 0.01% | 474 |
|
|
2018
Q3 | $518K | Hold |
6,633
| – | – | 0.04% | 238 |
|
|
2018
Q2 | $518K | Sell |
6,633
-1,850
| -22% | -$144K | 0.05% | 230 |
|
|
2018
Q1 | $665K | Buy |
8,483
+20
| +0.2% | +$1.57K | 0.06% | 196 |
|
|
2017
Q4 | $671K | Buy |
8,463
+123
| +1% | +$9.75K | 0.07% | 207 |
|
|
2017
Q3 | $668K | Buy |
8,340
+1,850
| +29% | +$148K | 0.07% | 183 |
|
|
2017
Q2 | $519K | Hold |
6,490
| – | – | 0.06% | 220 |
|
|
2017
Q1 | $518K | Buy |
6,490
+265
| +4% | +$21.2K | 0.07% | 175 |
|
|
2016
Q4 | $494K | Sell |
6,225
-164
| -3% | -$13K | 0.07% | 180 |
|
|
2016
Q3 | $515K | Hold |
6,389
| – | – | 0.08% | 168 |
|
|
2016
Q2 | $516K | Buy |
6,389
+1,964
| +44% | +$159K | 0.09% | 157 |
|
|
2016
Q1 | $354K | Hold |
4,425
| – | – | 0.06% | 215 |
|
|
2015
Q4 | $350K | Buy |
+4,425
| New | +$350K | 0.07% | 221 |
|