BCWM
Bartlett & Co 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 | $56.3M | Buy |
708,290
+11,183
| +2% | +$889K | 0.79% | 37 |
|
|
2025
Q1 | $55M | Sell |
697,107
-7,728
| -1% | -$610K | 0.81% | 40 |
|
|
2024
Q4 | $55M | Sell |
704,835
-6,953
| -1% | -$542K | 0.8% | 38 |
|
|
2024
Q3 | $56.5M | Sell |
711,788
-57,426
| -7% | -$4.56M | 0.81% | 40 |
|
|
2024
Q2 | $59.4M | Sell |
769,214
-33,278
| -4% | -$2.57M | 0.9% | 35 |
|
|
2024
Q1 | $62M | Buy |
802,492
+26,847
| +3% | +$2.08M | 0.95% | 32 |
|
|
2023
Q4 | $60M | Buy |
775,645
+7,858
| +1% | +$608K | 0.97% | 31 |
|
|
2023
Q3 | $57.7M | Buy |
767,787
+23,704
| +3% | +$1.78M | 1.04% | 28 |
|
|
2023
Q2 | $56.3M | Sell |
744,083
-1,007
| -0.1% | -$76.2K | 0.97% | 31 |
|
|
2023
Q1 | $56.8M | Sell |
745,090
-1,883
| -0.3% | -$144K | 1.1% | 30 |
|
|
2022
Q4 | $56.2M | Sell |
746,973
-101,847
| -12% | -$7.66M | 1.13% | 28 |
|
|
2022
Q3 | $63.1M | Sell |
848,820
-29,616
| -3% | -$2.2M | 1.36% | 23 |
|
|
2022
Q2 | $67M | Sell |
878,436
-25,980
| -3% | -$1.98M | 1.36% | 21 |
|
|
2022
Q1 | $70.6M | Buy |
904,416
+12,529
| +1% | +$978K | 1.23% | 24 |
|
|
2021
Q4 | $72.5M | Buy |
891,887
+11,265
| +1% | +$915K | 1.23% | 23 |
|
|
2021
Q3 | $72.6M | Buy |
880,622
+24,366
| +3% | +$2.01M | 1.38% | 20 |
|
|
2021
Q2 | $70.8M | Sell |
856,256
-15,953
| -2% | -$1.32M | 1.35% | 19 |
|
|
2021
Q1 | $72M | Buy |
872,209
+122,283
| +16% | +$10.1M | 1.45% | 18 |
|
|
2020
Q4 | $62.4M | Buy |
749,926
+21,866
| +3% | +$1.82M | 1.33% | 19 |
|
|
2020
Q3 | $60.3M | Buy |
728,060
+40,830
| +6% | +$3.38M | 1.41% | 17 |
|
|
2020
Q2 | $56.8M | Buy |
687,230
+34,683
| +5% | +$2.87M | 1.48% | 16 |
|
|
2020
Q1 | $51.6M | Buy |
652,547
+210,039
| +47% | +$16.6M | 1.57% | 15 |
|
|
2019
Q4 | $35.9M | Sell |
442,508
-6,282
| -1% | -$509K | 0.87% | 34 |
|
|
2019
Q3 | $36.4M | Buy |
448,790
+11,076
| +3% | +$898K | 0.95% | 32 |
|
|
2019
Q2 | $35.3M | Sell |
437,714
-6,234
| -1% | -$503K | 1.32% | 25 |
|
|
2019
Q1 | $35.4M | Sell |
443,948
-45,708
| -9% | -$3.65M | 1.36% | 22 |
|
|
2018
Q4 | $38.2M | Buy |
489,656
+26,454
| +6% | +$2.06M | 1.63% | 18 |
|
|
2018
Q3 | $36.2M | Buy |
463,202
+15,983
| +4% | +$1.25M | 1.36% | 21 |
|
|
2018
Q2 | $34.9M | Buy |
447,219
+6,847
| +2% | +$535K | 1.42% | 22 |
|
|
2018
Q1 | $34.5M | Buy |
+440,372
| New | +$34.5M | 1.43% | 22 |
|