AWM
Axxcess 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 | $5.9M | Buy |
74,165
+10,448
| +16% | +$831K | 0.14% | 130 |
|
|
2025
Q1 | $5.03M | Sell |
63,717
-4,311
| -6% | -$340K | 0.13% | 132 |
|
|
2024
Q4 | $5.31M | Sell |
68,028
-5,100
| -7% | -$398K | 0.13% | 134 |
|
|
2024
Q3 | $5.81M | Buy |
73,128
+5,069
| +7% | +$403K | 0.14% | 123 |
|
|
2024
Q2 | $5.26M | Sell |
68,059
-2,622
| -4% | -$203K | 0.14% | 128 |
|
|
2024
Q1 | $5.46M | Buy |
70,681
+10,114
| +17% | +$782K | 0.15% | 121 |
|
|
2023
Q4 | $4.69M | Sell |
60,567
-6,417
| -10% | -$496K | 0.14% | 131 |
|
|
2023
Q3 | $5.03M | Buy |
66,984
+42,119
| +169% | +$3.17M | 0.17% | 109 |
|
|
2023
Q2 | $1.88M | Sell |
24,865
-5,462
| -18% | -$413K | 0.14% | 140 |
|
|
2023
Q1 | $2.31M | Sell |
30,327
-5,352
| -15% | -$408K | 0.17% | 120 |
|
|
2022
Q4 | $2.68M | Buy |
35,679
+11,227
| +46% | +$844K | 0.22% | 100 |
|
|
2022
Q3 | $1.82M | Sell |
24,452
-5,475
| -18% | -$407K | 0.17% | 113 |
|
|
2022
Q2 | $2.28M | Buy |
29,927
+7,893
| +36% | +$602K | 0.21% | 95 |
|
|
2022
Q1 | $1.72M | Sell |
22,034
-11,662
| -35% | -$911K | 0.13% | 130 |
|
|
2021
Q4 | $2.74M | Buy |
+33,696
| New | +$2.74M | 0.2% | 90 |
|