WS
Wela Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,091
| Closed | -$250K | – | 39 |
|
|
2019
Q4 | $250K | Buy |
+3,091
| New | +$250K | 0.15% | 35 |
|
|
2019
Q2 | – | Sell |
-2,838
| Closed | -$226K | – | 33 |
|
|
2019
Q1 | $226K | Sell |
2,838
-160,097
| -98% | -$12.7M | 0.15% | 32 |
|
|
2018
Q4 | $12.7M | Buy |
162,935
+4,575
| +3% | +$357K | 9.58% | 2 |
|
|
2018
Q3 | $12.4M | Buy |
158,360
+6,082
| +4% | +$475K | 8.72% | 3 |
|
|
2018
Q2 | $11.9M | Buy |
152,278
+15,836
| +12% | +$1.24M | 8.86% | 2 |
|
|
2018
Q1 | $10.7M | Sell |
136,442
-1,510
| -1% | -$118K | 8.57% | 2 |
|
|
2017
Q4 | $10.9M | Buy |
137,952
+16,448
| +14% | +$1.3M | 8.61% | 4 |
|
|
2017
Q3 | $9.74M | Buy |
+121,504
| New | +$9.74M | 9.14% | 3 |
|