AWM
Avaii 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 | $462K | Sell |
5,813
-920
| -14% | -$73.1K | 0.21% | 63 |
|
|
2025
Q1 | $532K | Sell |
6,733
-191
| -3% | -$15.1K | 0.28% | 53 |
|
|
2024
Q4 | $540K | Sell |
6,924
-3,073
| -31% | -$240K | 0.27% | 57 |
|
|
2024
Q3 | $794K | Sell |
9,997
-6,091
| -38% | -$484K | 0.4% | 33 |
|
|
2024
Q2 | $1.24M | Buy |
16,088
+298
| +2% | +$23K | 0.69% | 25 |
|
|
2024
Q1 | $1.22M | Buy |
15,790
+1,732
| +12% | +$134K | 0.72% | 25 |
|
|
2023
Q4 | $1.09M | Buy |
14,058
+1,024
| +8% | +$79.2K | 0.71% | 26 |
|
|
2023
Q3 | $980K | Sell |
13,034
-218
| -2% | -$16.4K | 0.74% | 28 |
|
|
2023
Q2 | $1M | Buy |
13,252
+1,134
| +9% | +$85.8K | 0.77% | 27 |
|
|
2023
Q1 | $924K | Buy |
12,118
+3,570
| +42% | +$272K | 0.81% | 27 |
|
|
2022
Q4 | $643K | Sell |
8,548
-463
| -5% | -$34.8K | 0.57% | 38 |
|
|
2022
Q3 | $670K | Buy |
9,011
+3,692
| +69% | +$275K | 0.7% | 33 |
|
|
2022
Q2 | $406K | Buy |
5,319
+1,189
| +29% | +$90.8K | 0.43% | 44 |
|
|
2022
Q1 | $323K | Buy |
+4,130
| New | +$323K | 0.3% | 67 |
|