CWM
C2C 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 | $279K | Buy |
3,513
+16
| +0.5% | +$1.27K | 0.25% | 70 |
|
|
2025
Q1 | $276K | Sell |
3,497
-16
| -0.5% | -$1.26K | 0.26% | 68 |
|
|
2024
Q4 | $274K | Sell |
3,513
-386
| -10% | -$30.1K | 0.25% | 72 |
|
|
2024
Q3 | $306K | Sell |
3,899
-22
| -0.6% | -$1.73K | 0.28% | 67 |
|
|
2024
Q2 | $303K | Hold |
3,921
| – | – | 0.3% | 68 |
|
|
2024
Q1 | $303K | Sell |
3,921
-1,800
| -31% | -$139K | 0.3% | 67 |
|
|
2023
Q4 | $442K | Sell |
5,721
-600
| -9% | -$46.4K | 0.38% | 61 |
|
|
2023
Q3 | $473K | Sell |
6,321
-250
| -4% | -$18.7K | 0.07% | 155 |
|
|
2023
Q2 | $498K | Hold |
6,571
| – | – | 0.07% | 152 |
|
|
2023
Q1 | $501K | Buy |
6,571
+41
| +0.6% | +$3.13K | 0.08% | 147 |
|
|
2022
Q4 | $499K | Hold |
6,530
| – | – | 0.09% | 103 |
|
|
2022
Q3 | $488K | Sell |
6,530
-87
| -1% | -$6.5K | 0.1% | 103 |
|
|
2022
Q2 | $505K | Sell |
6,617
-44
| -0.7% | -$3.36K | 0.09% | 104 |
|
|
2022
Q1 | $514K | Sell |
6,661
-173
| -3% | -$13.4K | 0.09% | 112 |
|
|
2021
Q4 | $555K | Buy |
+6,834
| New | +$555K | 0.08% | 117 |
|