WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $634K | Buy |
7,917
+3,864
| +95% | +$309K | 0.14% | 167 |
|
|
2017
Q1 | $323K | Sell |
4,053
-4,836
| -54% | -$385K | 0.09% | 244 |
|
|
2016
Q4 | $706K | Buy |
8,889
+8,087
| +1,008% | +$642K | 0.17% | 154 |
|
|
2016
Q3 | $65K | Buy |
802
+402
| +101% | +$32.6K | 0.02% | 641 |
|
|
2016
Q2 | $32K | Sell |
400
-4,083
| -91% | -$327K | 0.01% | 818 |
|
|
2016
Q1 | $359K | Buy |
4,483
+4,086
| +1,029% | +$327K | 0.1% | 208 |
|
|
2015
Q4 | $31K | Sell |
397
-147
| -27% | -$11.5K | 0.01% | 786 |
|
|
2015
Q3 | $43K | Hold |
544
| – | – | 0.01% | 696 |
|
|
2015
Q2 | $43K | Sell |
544
-1,524
| -74% | -$120K | 0.01% | 768 |
|
|
2015
Q1 | $166K | Sell |
2,068
-6,913
| -77% | -$555K | 0.05% | 400 |
|
|
2014
Q4 | $715K | Buy |
8,981
+505
| +6% | +$40.2K | 0.14% | 155 |
|
|
2014
Q3 | $677K | Sell |
8,476
-186
| -2% | -$14.9K | 0.13% | 194 |
|
|
2014
Q2 | $696K | Buy |
8,662
+1,921
| +28% | +$154K | 0.13% | 191 |
|
|
2014
Q1 | $539K | Sell |
6,741
-1,668
| -20% | -$133K | 0.11% | 228 |
|
|
2013
Q4 | $671K | Buy |
8,409
+1,106
| +15% | +$88.3K | 0.1% | 244 |
|
|
2013
Q3 | $581K | Sell |
7,303
-1,424
| -16% | -$113K | 0.09% | 253 |
|
|
2013
Q2 | $690K | Buy |
+8,727
| New | +$690K | 0.11% | 204 |
|