AWM
Avior 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 | $2.58M | Sell |
32,494
-443
| -1% | -$35.2K | 0.09% | 158 |
|
|
2025
Q1 | $2.6M | Buy |
32,937
+70
| +0.2% | +$5.53K | 0.1% | 153 |
|
|
2024
Q4 | $2.56M | Buy |
32,867
+19,100
| +139% | +$1.49M | 0.09% | 152 |
|
|
2024
Q3 | $1.09M | Buy |
13,767
+218
| +2% | +$17.3K | 0.04% | 268 |
|
|
2024
Q2 | $1.05M | Buy |
13,549
+9,547
| +239% | +$738K | 0.05% | 262 |
|
|
2024
Q1 | $309K | Buy |
4,002
+1,390
| +53% | +$107K | 0.01% | 575 |
|
|
2023
Q4 | $202K | Sell |
2,612
-2,280
| -47% | -$176K | 0.01% | 517 |
|
|
2023
Q3 | $368K | Buy |
4,892
+974
| +25% | +$73.2K | 0.02% | 400 |
|
|
2023
Q2 | $296K | Sell |
3,918
-342
| -8% | -$25.9K | 0.02% | 448 |
|
|
2023
Q1 | $325K | Buy |
4,260
+2,676
| +169% | +$204K | 0.02% | 439 |
|
|
2022
Q4 | $119K | Sell |
1,584
-640
| -29% | -$48.1K | 0.01% | 520 |
|
|
2022
Q3 | $165K | Buy |
2,224
+273
| +14% | +$20.3K | 0.01% | 473 |
|
|
2022
Q2 | $148K | Buy |
1,951
+3
| +0.2% | +$228 | 0.01% | 454 |
|
|
2022
Q1 | $152K | Buy |
1,948
+705
| +57% | +$55K | 0.01% | 461 |
|
|
2021
Q4 | $101K | Hold |
1,243
| – | – | 0.01% | 498 |
|
|
2021
Q3 | $102K | Sell |
1,243
-82
| -6% | -$6.73K | 0.01% | 487 |
|
|
2021
Q2 | $109K | Hold |
1,325
| – | – | 0.01% | 459 |
|
|
2021
Q1 | $109K | Sell |
1,325
-402
| -23% | -$33.1K | 0.01% | 460 |
|
|
2020
Q4 | $143K | Sell |
1,727
-71
| -4% | -$5.88K | 0.02% | 403 |
|
|
2020
Q3 | $148K | Buy |
1,798
+47
| +3% | +$3.87K | 0.02% | 403 |
|
|
2020
Q2 | $144K | Sell |
1,751
-199
| -10% | -$16.4K | 0.02% | 402 |
|
|
2020
Q1 | $154K | Buy |
1,950
+360
| +23% | +$28.4K | 0.03% | 379 |
|
|
2019
Q4 | $128K | Buy |
1,590
+8
| +0.5% | +$644 | 0.02% | 407 |
|
|
2019
Q3 | $128K | Sell |
1,582
-203
| -11% | -$16.4K | 0.02% | 394 |
|
|
2019
Q2 | $144K | Buy |
1,785
+9
| +0.5% | +$726 | 0.03% | 387 |
|
|
2019
Q1 | $141K | Sell |
1,776
-29
| -2% | -$2.3K | 0.03% | 380 |
|
|
2018
Q4 | $140K | Buy |
1,805
+82
| +5% | +$6.36K | 0.03% | 380 |
|
|
2018
Q3 | $135K | Buy |
1,723
+7
| +0.4% | +$548 | 0.03% | 413 |
|
|
2018
Q2 | $134K | Sell |
1,716
-223
| -12% | -$17.4K | 0.03% | 414 |
|
|
2018
Q1 | $152K | Buy |
1,939
+6
| +0.3% | +$470 | 0.04% | 385 |
|
|
2017
Q4 | $153K | Buy |
1,933
+24
| +1% | +$1.9K | 0.03% | 387 |
|
|
2017
Q3 | $153K | Buy |
1,909
+626
| +49% | +$50.2K | 0.05% | 147 |
|
|
2017
Q2 | $103K | Buy |
1,283
+62
| +5% | +$4.98K | 0.04% | 153 |
|
|
2017
Q1 | $97K | Buy |
1,221
+2
| +0.2% | +$159 | 0.03% | 188 |
|
|
2016
Q4 | $97K | Buy |
1,219
+5
| +0.4% | +$398 | 0.04% | 169 |
|
|
2016
Q3 | $98K | Buy |
1,214
+3
| +0.2% | +$242 | 0.04% | 176 |
|
|
2016
Q2 | $98K | Buy |
1,211
+253
| +26% | +$20.5K | 0.04% | 156 |
|
|
2016
Q1 | $77K | Buy |
+958
| New | +$77K | 0.03% | 170 |
|