AWA
Arete 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 | $1.74M | Buy |
21,886
+920
| +4% | +$73.1K | 0.12% | 172 |
|
|
2025
Q1 | $1.66M | Sell |
20,966
-2,145
| -9% | -$169K | 0.13% | 167 |
|
|
2024
Q4 | $1.8M | Buy |
23,111
+397
| +2% | +$31K | 0.13% | 164 |
|
|
2024
Q3 | $1.8M | Buy |
22,714
+2,300
| +11% | +$183K | 0.15% | 139 |
|
|
2024
Q2 | $1.58M | Sell |
20,414
-13,210
| -39% | -$1.02M | 0.13% | 160 |
|
|
2024
Q1 | $2.6M | Sell |
33,624
-2,773
| -8% | -$214K | 0.24% | 98 |
|
|
2023
Q4 | $2.82M | Buy |
36,397
+29,100
| +399% | +$2.25M | 0.21% | 93 |
|
|
2023
Q3 | $548K | Sell |
7,297
-29,318
| -80% | -$2.2M | 0.09% | 220 |
|
|
2023
Q2 | $2.77M | Sell |
36,615
-4,742
| -11% | -$359K | 0.24% | 93 |
|
|
2023
Q1 | $3.15M | Buy |
41,357
+1,687
| +4% | +$129K | 0.26% | 81 |
|
|
2022
Q4 | $2.98B | Buy |
39,670
+12,703
| +47% | +$955M | 0.26% | 83 |
|
|
2022
Q3 | $2M | Sell |
26,967
-6,953
| -20% | -$516K | 0.2% | 103 |
|
|
2022
Q2 | $2.59M | Sell |
33,920
-10,084
| -23% | -$769K | 0.26% | 81 |
|
|
2022
Q1 | $3.44M | Buy |
44,004
+3,535
| +9% | +$276K | 0.29% | 76 |
|
|
2021
Q4 | $3.29M | Buy |
40,469
+7,097
| +21% | +$576K | 0.28% | 74 |
|
|
2021
Q3 | $2.75M | Buy |
33,372
+649
| +2% | +$53.5K | 0.3% | 68 |
|
|
2021
Q2 | $1.68M | Buy |
32,723
+5,261
| +19% | +$270K | 0.24% | 85 |
|
|
2021
Q1 | $2.27M | Buy |
27,462
+16,904
| +160% | +$1.39M | 0.29% | 79 |
|
|
2020
Q4 | $879K | Sell |
10,558
-42,937
| -80% | -$3.57M | 0.12% | 165 |
|
|
2020
Q3 | $4.43M | Buy |
53,495
+42,378
| +381% | +$3.51M | 0.67% | 30 |
|
|
2020
Q2 | $919K | Sell |
11,117
-1,295
| -10% | -$107K | 0.16% | 152 |
|
|
2020
Q1 | $982K | Buy |
12,412
+6,029
| +94% | +$477K | 0.19% | 119 |
|
|
2019
Q4 | $517K | Sell |
6,383
-8,776
| -58% | -$711K | 0.09% | 226 |
|
|
2019
Q3 | $1.23M | Buy |
15,159
+1,279
| +9% | +$104K | 0.23% | 107 |
|
|
2019
Q2 | $1.12M | Buy |
13,880
+234
| +2% | +$18.9K | 0.22% | 116 |
|
|
2019
Q1 | $1.09M | Buy |
13,646
+7,714
| +130% | +$615K | 0.23% | 115 |
|
|
2018
Q4 | $462K | Sell |
5,932
-4,746
| -44% | -$370K | 0.11% | 201 |
|
|
2018
Q3 | $835K | Sell |
10,678
-1,412
| -12% | -$110K | 0.19% | 132 |
|
|
2018
Q2 | $944K | Buy |
12,090
+1,029
| +9% | +$80.3K | 0.23% | 116 |
|
|
2018
Q1 | $867K | Buy |
11,061
+3,243
| +41% | +$254K | 0.29% | 89 |
|
|
2017
Q4 | $620K | Buy |
+7,818
| New | +$620K | 0.2% | 137 |
|