AWMS

Advocacy Wealth Management Services’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 Q4	–	Sell	-732	Closed	-$55K	–	132
2022 Q3	$55K	Sell	732 -181	-20%	-$13.6K	0.01%	44
2022 Q2	$70K	Hold	913	–	–	0.01%	43
2022 Q1	$71K	Hold	913	–	–	0.01%	43
2021 Q4	$74K	Hold	913	–	–	0.01%	48
2021 Q3	$75K	Hold	913	–	–	0.01%	49
2021 Q2	$76K	Hold	913	–	–	0.01%	57
2021 Q1	$75K	Hold	913	–	–	0.02%	56
2020 Q4	$76K	Hold	913	–	–	0.01%	53
2020 Q3	$76K	Hold	913	–	–	0.01%	56
2020 Q2	$75K	Hold	913	–	–	0.02%	51
2020 Q1	$72K	Sell	913 -118	-11%	-$9.31K	0.02%	38
2019 Q4	$84K	Sell	1,031 -46	-4%	-$3.75K	0.02%	43
2019 Q3	$87K	Hold	1,077	–	–	0.06%	38
2019 Q2	$87K	Hold	1,077	–	–	0.06%	33
2019 Q1	$85K	Hold	1,077	–	–	0.09%	30
2018 Q4	$84K	Hold	1,077	–	–	0.06%	25
2018 Q3	$84K	Hold	1,077	–	–	0.05%	28
2018 Q2	$84K	Hold	1,077	–	–	0.06%	25
2018 Q1	$84K	Hold	1,077	–	–	0.06%	26
2017 Q4	$85K	Sell	1,077 -1,631	-60%	-$129K	0.06%	31
2017 Q3	$216K	Buy	2,708 +1,354	+100%	+$108K	0.09%	21
2017 Q2	$108K	Hold	1,354	–	–	0.04%	40
2017 Q1	$108K	Buy	+1,354	New	+$108K	0.04%	43
2016 Q4	–	Sell	-5,341	Closed	-$430K	–	382
2016 Q3	$430K	Buy	5,341 +341	+7%	+$27.5K	0.17%	38
2016 Q2	$404K	Hold	5,000	–	–	0.2%	43
2016 Q1	$400K	Buy	+5,000	New	+$400K	0.28%	60
2013 Q3	$421K	Sell	5,290 -125	-2%	-$9.95K	1.15%	22
2013 Q2	$428K	Buy	+5,415	New	+$428K	1.71%	10