CWA
Cascade Wealth Advisors’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 | $3.69M | Sell |
46,529
-6,996
| -13% | -$555K | 2.09% | 15 |
|
|
2025
Q1 | $4.19M | Sell |
53,525
-10,252
| -16% | -$803K | 2.9% | 14 |
|
|
2024
Q4 | $4.98M | Buy |
63,777
+18,627
| +41% | +$1.45M | 3.37% | 13 |
|
|
2024
Q3 | $3.59M | Buy |
45,150
+6,122
| +16% | +$486K | 2.56% | 17 |
|
|
2024
Q2 | $3.04M | Sell |
39,028
-2,467
| -6% | -$192K | 2.25% | 17 |
|
|
2024
Q1 | $3.18M | Buy |
+41,495
| New | +$3.18M | 2.7% | 13 |
|