BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,159
| Closed | -$1.17M | – | 149 |
|
|
2024
Q2 | $1.17M | Sell |
15,159
-9,493
| -39% | -$734K | 0.66% | 34 |
|
|
2024
Q1 | $1.91M | Sell |
24,652
-14,339
| -37% | -$1.11M | 1% | 20 |
|
|
2023
Q4 | $3.02M | Sell |
38,991
-45,485
| -54% | -$3.52M | 1.8% | 12 |
|
|
2023
Q3 | $6.35M | Buy |
84,476
+2,049
| +2% | +$154K | 4.3% | 4 |
|
|
2023
Q2 | $6.24M | Buy |
82,427
+3,841
| +5% | +$291K | 4.35% | 4 |
|
|
2023
Q1 | $5.99M | Buy |
78,586
+727
| +0.9% | +$55.4K | 4.74% | 2 |
|
|
2022
Q4 | $5.85M | Sell |
77,859
-12,690
| -14% | -$954K | 5.21% | 1 |
|
|
2022
Q3 | $6.73M | Buy |
90,549
+90
| +0.1% | +$6.69K | 6.23% | 1 |
|
|
2022
Q2 | $6.9M | Sell |
90,459
-5,367
| -6% | -$409K | 6.19% | 2 |
|
|
2022
Q1 | $7.48M | Sell |
95,826
-38
| -0% | -$2.97K | 6.63% | 1 |
|
|
2021
Q4 | $7.79M | Buy |
95,864
+3,353
| +4% | +$272K | 6.79% | 1 |
|
|
2021
Q3 | $7.62M | Buy |
92,511
+9,828
| +12% | +$810K | 7.11% | 1 |
|
|
2021
Q2 | $6.84M | Buy |
82,683
+5,252
| +7% | +$434K | 6.59% | 1 |
|
|
2021
Q1 | $6.39M | Buy |
77,431
+5,662
| +8% | +$467K | 6.76% | 1 |
|
|
2020
Q4 | $5.97M | Buy |
+71,769
| New | +$5.97M | 5.86% | 1 |
|