WCM
Wunderlich Capital Managemnt’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.49M | Buy |
58,148
+605
| +1% | +$46.8K | 2.01% | 12 |
|
|
2024
Q1 | $4.45M | Sell |
57,543
-3,930
| -6% | -$304K | 2.01% | 12 |
|
|
2023
Q4 | $4.76M | Sell |
61,473
-1,773
| -3% | -$137K | 2.14% | 12 |
|
|
2023
Q3 | $4.75M | Sell |
63,246
-620
| -1% | -$46.6K | 2.35% | 9 |
|
|
2023
Q2 | $4.83M | Buy |
63,866
+443
| +0.7% | +$33.5K | 2.37% | 10 |
|
|
2023
Q1 | $4.84M | Buy |
63,423
+446
| +0.7% | +$34K | 2.52% | 10 |
|
|
2022
Q4 | $4.74M | Buy |
+62,977
| New | +$4.74M | 2.64% | 6 |
|