WFG
Windsor Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $9.1M | Buy |
113,680
+4,832
| +4% | +$387K | 4.25% | 2 |
|
|
2017
Q1 | $8.68M | Sell |
108,848
-4,229
| -4% | -$337K | 3.98% | 2 |
|
|
2016
Q4 | $8.98M | Buy |
113,077
+4,264
| +4% | +$338K | 4.24% | 2 |
|
|
2016
Q3 | $8.77M | Sell |
108,813
-4,408
| -4% | -$355K | 4.11% | 2 |
|
|
2016
Q2 | $9.15M | Buy |
113,221
+32,052
| +39% | +$2.59M | 4.18% | 1 |
|
|
2016
Q1 | $6.5M | Buy |
81,169
+9,732
| +14% | +$779K | 2.97% | 3 |
|
|
2015
Q4 | $5.64M | Sell |
71,437
-25
| -0% | -$1.98K | 2.75% | 7 |
|
|
2015
Q3 | $5.7M | Buy |
71,462
+152
| +0.2% | +$12.1K | 2.74% | 8 |
|
|
2015
Q2 | $5.68M | Buy |
+71,310
| New | +$5.68M | 2.45% | 10 |
|