WWM
WT Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56,890
| Closed | -$4.44M | – | 124 |
|
|
2022
Q1 | $4.44M | Sell |
56,890
-7,481
| -12% | -$584K | 1.71% | 15 |
|
|
2021
Q4 | $5.23M | Sell |
64,371
-2,302
| -3% | -$187K | 1.92% | 10 |
|
|
2021
Q3 | $5.5M | Sell |
66,673
-97
| -0.1% | -$7.99K | 2.12% | 8 |
|
|
2021
Q2 | $5.52M | Buy |
66,770
+11,580
| +21% | +$958K | 2.24% | 6 |
|
|
2021
Q1 | $4.55M | Buy |
55,190
+28,349
| +106% | +$2.34M | 2.1% | 7 |
|
|
2020
Q4 | $2.23M | Buy |
26,841
+18,350
| +216% | +$1.53M | 1.22% | 22 |
|
|
2020
Q3 | $703K | Buy |
+8,491
| New | +$703K | 0.47% | 59 |
|