AWA
Acorn Wealth Advisors’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 | – | Sell |
-4,296
| Closed | -$332K | – | 211 |
|
|
2024
Q1 | $332K | Sell |
4,296
-754
| -15% | -$58.3K | 0.17% | 124 |
|
|
2023
Q4 | $391K | Sell |
5,050
-4
| -0.1% | -$309 | 0.23% | 97 |
|
|
2023
Q3 | $380K | Sell |
5,054
-309
| -6% | -$23.2K | 0.25% | 91 |
|
|
2023
Q2 | $406K | Sell |
5,363
-427
| -7% | -$32.3K | 0.28% | 89 |
|
|
2023
Q1 | $441K | Sell |
5,790
-58
| -1% | -$4.42K | 0.33% | 76 |
|
|
2022
Q4 | $440K | Sell |
5,848
-63
| -1% | -$4.74K | 0.34% | 71 |
|
|
2022
Q3 | $439K | Sell |
5,911
-133
| -2% | -$9.88K | 0.36% | 69 |
|
|
2022
Q2 | $461K | Sell |
6,044
-814
| -12% | -$62.1K | 0.36% | 68 |
|
|
2022
Q1 | $536K | Sell |
6,858
-1,449
| -17% | -$113K | 0.37% | 63 |
|
|
2021
Q4 | $675K | Sell |
8,307
-48
| -0.6% | -$3.9K | 0.43% | 53 |
|
|
2021
Q3 | $689K | Sell |
8,355
-2,090
| -20% | -$172K | 0.48% | 49 |
|
|
2021
Q2 | $864K | Sell |
10,445
-1,508
| -13% | -$125K | 0.6% | 43 |
|
|
2021
Q1 | $986K | Buy |
11,953
+2,058
| +21% | +$170K | 0.71% | 30 |
|
|
2020
Q4 | $824K | Buy |
9,895
+733
| +8% | +$61K | 0.65% | 38 |
|
|
2020
Q3 | $759K | Buy |
9,162
+191
| +2% | +$15.8K | 0.67% | 37 |
|
|
2020
Q2 | $742K | Sell |
8,971
-625
| -7% | -$51.7K | 0.69% | 33 |
|
|
2020
Q1 | $755K | Sell |
9,596
-564
| -6% | -$44.4K | 0.85% | 27 |
|
|
2019
Q4 | $824K | Sell |
10,160
-1
| -0% | -$81 | 0.69% | 30 |
|
|
2019
Q3 | $822K | Sell |
10,161
-518
| -5% | -$41.9K | 0.71% | 29 |
|
|
2019
Q2 | $863K | Sell |
10,679
-52
| -0.5% | -$4.2K | 0.79% | 26 |
|
|
2019
Q1 | $853K | Buy |
10,731
+429
| +4% | +$34.1K | 0.77% | 26 |
|
|
2018
Q4 | $803K | Buy |
10,302
+607
| +6% | +$47.3K | 0.82% | 26 |
|
|
2018
Q3 | $754K | Sell |
9,695
-554
| -5% | -$43.1K | 0.74% | 31 |
|
|
2018
Q2 | $799K | Buy |
10,249
+1
| +0% | +$78 | 0.68% | 26 |
|
|
2018
Q1 | $801K | Sell |
10,248
-66
| -0.6% | -$5.16K | 0.69% | 26 |
|
|
2017
Q4 | $818K | Buy |
+10,314
| New | +$818K | 0.75% | 24 |
|