BBWP
Beacon Bridge Wealth Partners’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 | $643K | Sell |
8,092
-5,107
| -39% | -$406K | 0.26% | 52 |
|
|
2025
Q1 | $1.04M | Sell |
13,199
-879
| -6% | -$69.4K | 0.44% | 47 |
|
|
2024
Q4 | $1.1M | Sell |
14,078
-4,467
| -24% | -$348K | 0.47% | 47 |
|
|
2024
Q3 | $1.47M | Sell |
18,545
-3,552
| -16% | -$282K | 0.63% | 39 |
|
|
2024
Q2 | $1.71M | Sell |
22,097
-4,408
| -17% | -$341K | 0.78% | 34 |
|
|
2024
Q1 | $2.05M | Sell |
26,505
-9,705
| -27% | -$750K | 0.97% | 30 |
|
|
2023
Q4 | $2.8M | Sell |
36,210
-3,193
| -8% | -$247K | 1.4% | 21 |
|
|
2023
Q3 | $2.96M | Buy |
39,403
+1,004
| +3% | +$75.5K | 1.56% | 19 |
|
|
2023
Q2 | $2.91M | Buy |
38,399
+734
| +2% | +$55.5K | 1.49% | 18 |
|
|
2023
Q1 | $2.87M | Buy |
37,665
+4,391
| +13% | +$335K | 1.72% | 18 |
|
|
2022
Q4 | $2.5M | Buy |
+33,274
| New | +$2.5M | 1.82% | 16 |
|