AWM
Aries Wealth Management’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 | $1.85M | Sell |
23,247
-335
| -1% | -$26.6K | 0.48% | 50 |
|
|
2025
Q1 | $1.86M | Buy |
23,582
+36
| +0.2% | +$2.84K | 0.51% | 53 |
|
|
2024
Q4 | $1.84M | Sell |
23,546
-1,046
| -4% | -$81.6K | 0.51% | 51 |
|
|
2024
Q3 | $1.95M | Sell |
24,592
-356
| -1% | -$28.3K | 0.54% | 49 |
|
|
2024
Q2 | $1.93M | Sell |
24,948
-58
| -0.2% | -$4.48K | 0.61% | 43 |
|
|
2024
Q1 | $1.93M | Buy |
25,006
+75
| +0.3% | +$5.8K | 0.62% | 43 |
|
|
2023
Q4 | $1.93M | Sell |
24,931
-1,582
| -6% | -$122K | 0.69% | 37 |
|
|
2023
Q3 | $1.99M | Buy |
26,513
+660
| +3% | +$49.4K | 0.78% | 34 |
|
|
2023
Q2 | $1.96M | Hold |
25,853
| – | – | 0.76% | 34 |
|
|
2023
Q1 | $1.97M | Sell |
25,853
-260
| -1% | -$19.8K | 0.81% | 33 |
|
|
2022
Q4 | $1.96M | Sell |
26,113
-1,696
| -6% | -$128K | 0.85% | 35 |
|
|
2022
Q3 | $2.06M | Sell |
27,809
-1,940
| -7% | -$144K | 0.91% | 30 |
|
|
2022
Q2 | $2.27M | Buy |
+29,749
| New | +$2.27M | 1.03% | 27 |
|
|
2022
Q1 | – | Sell |
-32,397
| Closed | -$2.63M | – | 218 |
|
|
2021
Q4 | $2.63M | Buy |
32,397
+8,537
| +36% | +$694K | 1% | 28 |
|
|
2021
Q3 | $1.97M | Buy |
23,860
+2,178
| +10% | +$179K | 0.83% | 32 |
|
|
2021
Q2 | $1.79M | Buy |
21,682
+4,090
| +23% | +$338K | 0.77% | 34 |
|
|
2021
Q1 | $1.45M | Buy |
17,592
+1,333
| +8% | +$110K | 0.65% | 41 |
|
|
2020
Q4 | $1.35M | Buy |
16,259
+400
| +3% | +$33.2K | 0.68% | 41 |
|
|
2020
Q3 | $1.31M | Hold |
15,859
| – | – | 0.75% | 38 |
|
|
2020
Q2 | $1.31M | Hold |
15,859
| – | – | 0.8% | 37 |
|
|
2020
Q1 | $1.25M | Sell |
15,859
-2,690
| -15% | -$211K | 0.95% | 32 |
|
|
2019
Q4 | $1.51M | Buy |
18,549
+500
| +3% | +$40.6K | 0.92% | 30 |
|
|
2019
Q3 | $1.46M | Buy |
18,049
+693
| +4% | +$56.1K | 0.97% | 29 |
|
|
2019
Q2 | $1.4M | Buy |
17,356
+340
| +2% | +$27.3K | 0.98% | 31 |
|
|
2019
Q1 | $1.36M | Buy |
17,016
+2,767
| +19% | +$221K | 1.01% | 31 |
|
|
2018
Q4 | $1.11M | Buy |
14,249
+787
| +6% | +$61.4K | 1.18% | 32 |
|
|
2018
Q3 | $1.05M | Hold |
13,462
| – | – | 0.94% | 32 |
|
|
2018
Q2 | $1.05M | Sell |
13,462
-115
| -0.8% | -$8.99K | 0.97% | 31 |
|
|
2018
Q1 | $1.06M | Hold |
13,577
| – | – | 1.03% | 33 |
|
|
2017
Q4 | $1.07M | Buy |
+13,577
| New | +$1.07M | 0.99% | 31 |
|