Wealthstreet Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-8,067
| Closed | -$666K | – | 314 |
|
2021
Q1 | $666K | Buy |
8,067
+46
| +0.6% | +$3.8K | 0.07% | 218 |
|
2020
Q4 | $668K | Buy |
8,021
+37
| +0.5% | +$3.08K | 0.07% | 208 |
|
2020
Q3 | $661K | Buy |
7,984
+969
| +14% | +$80.2K | 0.07% | 190 |
|
2020
Q2 | $580K | Buy |
7,015
+4,020
| +134% | +$332K | 0.07% | 191 |
|
2020
Q1 | $237K | Buy |
2,995
+23
| +0.8% | +$1.82K | 0.04% | 267 |
|
2019
Q4 | $241K | Buy |
+2,972
| New | +$241K | 0.03% | 312 |
|
2019
Q3 | – | Sell |
-2,890
| Closed | -$233K | – | 346 |
|
2019
Q2 | $233K | Buy |
+2,890
| New | +$233K | 0.03% | 313 |
|
2018
Q1 | – | Sell |
-2,635
| Closed | -$209K | – | 349 |
|
2017
Q4 | $209K | Buy |
+2,635
| New | +$209K | 0.03% | 318 |
|