BWM
BCS 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 | $10.1M | Buy |
127,438
+14,315
| +13% | +$1.14M | 2.18% | 8 |
|
|
2025
Q1 | $8.93M | Sell |
113,123
-5,595
| -5% | -$442K | 2.3% | 6 |
|
|
2024
Q4 | $9.26M | Buy |
118,718
+16,983
| +17% | +$1.32M | 2.3% | 6 |
|
|
2024
Q3 | $8.08M | Sell |
101,735
-4,613
| -4% | -$366K | 3.44% | 4 |
|
|
2024
Q2 | $8.22M | Buy |
106,348
+5,497
| +5% | +$425K | 4% | 4 |
|
|
2024
Q1 | $7.8M | Buy |
100,851
+4,289
| +4% | +$332K | 2.5% | 7 |
|
|
2023
Q4 | $7.47M | Buy |
96,562
+3,164
| +3% | +$245K | 2.75% | 7 |
|
|
2023
Q3 | $7.02M | Buy |
93,398
+560
| +0.6% | +$42.1K | 2.92% | 7 |
|
|
2023
Q2 | $7.02M | Sell |
92,838
-6,440
| -6% | -$487K | 5.13% | 4 |
|
|
2023
Q1 | $7.57M | Buy |
99,278
+24,900
| +33% | +$1.9M | 3.42% | 8 |
|
|
2022
Q4 | $5.59M | Sell |
74,378
-980
| -1% | -$73.7K | 2.34% | 6 |
|
|
2022
Q3 | $5.6M | Sell |
75,358
-462
| -0.6% | -$34.3K | 2.63% | 6 |
|
|
2022
Q2 | $5.78M | Buy |
75,820
+3,442
| +5% | +$262K | 2.57% | 7 |
|
|
2022
Q1 | $5.65M | Buy |
72,378
+15,200
| +27% | +$1.19M | 2.34% | 7 |
|
|
2021
Q4 | $4.65M | Buy |
57,178
+36,914
| +182% | +$3M | 1.67% | 14 |
|
|
2021
Q3 | $1.67M | Buy |
+20,264
| New | +$1.67M | 0.71% | 32 |
|
|
2021
Q2 | – | Sell |
-24,589
| Closed | -$2.03M | – | 164 |
|
|
2021
Q1 | $2.03M | Buy |
24,589
+2,314
| +10% | +$191K | 0.96% | 23 |
|
|
2020
Q4 | $1.85M | Sell |
22,275
-595
| -3% | -$49.5K | 0.96% | 25 |
|
|
2020
Q3 | $1.9M | Sell |
22,870
-1,691
| -7% | -$140K | 1.07% | 21 |
|
|
2020
Q2 | $2.03M | Buy |
24,561
+179
| +0.7% | +$14.8K | 1.22% | 19 |
|
|
2020
Q1 | $1.93M | Buy |
24,382
+265
| +1% | +$21K | 1.35% | 19 |
|
|
2019
Q4 | $1.95M | Buy |
+24,117
| New | +$1.95M | 1.3% | 19 |
|