AWM
Atticus 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 | – | Sell |
-1,071
| Closed | -$84.5K | – | 698 |
|
|
2025
Q1 | $84.5K | Sell |
1,071
-574
| -35% | -$45.3K | 0.03% | 185 |
|
|
2024
Q4 | $128K | Buy |
1,645
+313
| +23% | +$24.4K | 0.04% | 144 |
|
|
2024
Q3 | $106K | Buy |
1,332
+6
| +0.5% | +$477 | 0.03% | 166 |
|
|
2024
Q2 | $102K | Buy |
1,326
+7
| +0.5% | +$541 | 0.03% | 163 |
|
|
2024
Q1 | $102K | Sell |
1,319
-642
| -33% | -$49.6K | 0.03% | 168 |
|
|
2023
Q4 | $152K | Sell |
1,961
-2,260
| -54% | -$175K | 0.05% | 133 |
|
|
2023
Q3 | $317K | Sell |
4,221
-135
| -3% | -$10.1K | 0.12% | 98 |
|
|
2023
Q2 | $330K | Sell |
4,356
-22
| -0.5% | -$1.66K | 0.12% | 96 |
|
|
2023
Q1 | $334K | Buy |
4,378
+70
| +2% | +$5.34K | 0.13% | 94 |
|
|
2022
Q4 | $324K | Sell |
4,308
-11,897
| -73% | -$895K | 0.13% | 97 |
|
|
2022
Q3 | $1.24M | Hold |
16,205
| – | – | 0.6% | 31 |
|
|
2022
Q2 | $1.24M | Buy |
16,205
+700
| +5% | +$53.4K | 0.51% | 40 |
|
|
2022
Q1 | $1.21M | Buy |
15,505
+986
| +7% | +$77K | 0.44% | 44 |
|
|
2021
Q4 | $1.18M | Sell |
14,519
-247
| -2% | -$20.1K | 0.46% | 41 |
|
|
2021
Q3 | $1.22M | Buy |
14,766
+2,518
| +21% | +$208K | 0.53% | 35 |
|
|
2021
Q2 | $1.01M | Buy |
12,248
+3,511
| +40% | +$290K | 0.44% | 44 |
|
|
2021
Q1 | $721K | Buy |
8,737
+4,452
| +104% | +$367K | 0.34% | 49 |
|
|
2020
Q4 | $357K | Buy |
4,285
+1,620
| +61% | +$135K | 0.18% | 71 |
|
|
2020
Q3 | $221K | Hold |
2,665
| – | – | 0.13% | 81 |
|
|
2020
Q2 | $220K | Buy |
2,665
+710
| +36% | +$58.6K | 0.15% | 83 |
|
|
2020
Q1 | $155K | Sell |
1,955
-43,207
| -96% | -$3.43M | 0.13% | 90 |
|
|
2019
Q4 | $3.66M | Buy |
+45,162
| New | +$3.66M | 2.33% | 13 |
|