Westbourne 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$109K | – | 152 |
|
|
2018
Q3 | $109K | Buy |
+1,400
| New | +$109K | 0.08% | 124 |
|
|
2018
Q2 | – | Sell |
-2,680
| Closed | -$210K | – | 99 |
|
|
2018
Q1 | $210K | Sell |
2,680
-3,350
| -56% | -$263K | 0.17% | 97 |
|
|
2017
Q4 | $478K | Hold |
6,030
| – | – | 0.36% | 71 |
|
|
2017
Q3 | $483K | Sell |
6,030
-570
| -9% | -$45.7K | 0.38% | 67 |
|
|
2017
Q2 | $528K | Buy |
6,600
+670
| +11% | +$53.6K | 0.43% | 61 |
|
|
2017
Q1 | $473K | Buy |
+5,930
| New | +$473K | 0.39% | 66 |
|
|
2016
Q3 | – | Sell |
-2,300
| Closed | -$186K | – | 130 |
|
|
2016
Q2 | $186K | Buy |
+2,300
| New | +$186K | 0.17% | 106 |
|