CTWM
Cherry Tree 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 | $10.6M | Sell |
132,953
-2,184
| -2% | -$174K | 2.46% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
135,137
-361
| -0.3% | -$28.5K | 2.57% | 11 |
|
|
2024
Q4 | $10.6M | Sell |
135,498
-1,854
| -1% | -$145K | 2.62% | 11 |
|
|
2024
Q3 | $10.9M | Buy |
137,352
+2,122
| +2% | +$169K | 2.59% | 11 |
|
|
2024
Q2 | $10.4M | Buy |
135,230
+1,668
| +1% | +$129K | 2.62% | 11 |
|
|
2024
Q1 | $10.3M | Buy |
133,562
+329
| +0.2% | +$25.4K | 2.6% | 11 |
|
|
2023
Q4 | $10.3M | Buy |
133,233
+4,260
| +3% | +$330K | 2.75% | 11 |
|
|
2023
Q3 | $9.69M | Sell |
128,973
-7,332
| -5% | -$551K | 2.84% | 10 |
|
|
2023
Q2 | $10.3M | Buy |
+136,305
| New | +$10.3M | 3% | 10 |
|