ATWA
Arbor Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
50,514
-9,423
| -16% | -$749K | 1.96% | 21 |
|
|
2025
Q1 | $4.73M | Buy |
59,937
+2,936
| +5% | +$232K | 2.22% | 16 |
|
|
2024
Q4 | $4.45M | Sell |
57,001
-5,442
| -9% | -$425K | 2.08% | 18 |
|
|
2024
Q3 | $4.83M | Hold |
62,443
| – | – | 2.53% | 15 |
|
|
2024
Q2 | $4.83M | Buy |
62,443
+1,509
| +2% | +$117K | 2.53% | 15 |
|
|
2024
Q1 | $4.66M | Buy |
60,934
+2,813
| +5% | +$215K | 2.56% | 12 |
|
|
2023
Q4 | $4.5M | Buy |
58,121
+623
| +1% | +$48.2K | 2.68% | 13 |
|
|
2023
Q3 | $4.32M | Sell |
57,498
-1,142
| -2% | -$85.8K | 2.85% | 12 |
|
|
2023
Q2 | $4.44M | Buy |
58,640
+5,967
| +11% | +$451K | 2.82% | 12 |
|
|
2023
Q1 | $4.02M | Buy |
52,673
+428
| +0.8% | +$32.6K | 2.64% | 13 |
|
|
2022
Q4 | $3.93M | Sell |
52,245
-1,828
| -3% | -$137K | 2.71% | 12 |
|
|
2022
Q3 | $4.01M | Buy |
54,073
+1,842
| +4% | +$137K | 3.05% | 10 |
|
|
2022
Q2 | $3.98M | Buy |
52,231
+1,363
| +3% | +$104K | 2.78% | 11 |
|
|
2022
Q1 | $3.97M | Buy |
50,868
+14,245
| +39% | +$1.11M | 2.38% | 15 |
|
|
2021
Q4 | $2.98M | Buy |
36,623
+6,740
| +23% | +$548K | 1.72% | 20 |
|
|
2021
Q3 | $2.46M | Buy |
29,883
+2,434
| +9% | +$201K | 1.54% | 22 |
|
|
2021
Q2 | $2.27M | Buy |
27,449
+7,592
| +38% | +$628K | 1.42% | 23 |
|
|
2021
Q1 | $1.64M | Buy |
19,857
+17,355
| +694% | +$1.43M | 1.09% | 30 |
|
|
2020
Q4 | $208K | Buy |
+2,502
| New | +$208K | 0.15% | 91 |
|