CWM
Chesapeake 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 | $10.4M | Buy |
130,540
+2,419
| +2% | +$192K | 3.46% | 3 |
|
|
2025
Q1 | $10.1M | Buy |
128,121
+5,778
| +5% | +$456K | 3.61% | 4 |
|
|
2024
Q4 | $9.54M | Buy |
122,343
+3,372
| +3% | +$263K | 3.27% | 4 |
|
|
2024
Q3 | $9.45M | Sell |
118,971
-8,790
| -7% | -$698K | 3.22% | 4 |
|
|
2024
Q2 | $9.87M | Buy |
127,761
+2,115
| +2% | +$163K | 3.58% | 4 |
|
|
2024
Q1 | $9.71M | Buy |
125,646
+4,422
| +4% | +$342K | 3.54% | 3 |
|
|
2023
Q4 | $9.38M | Sell |
121,224
-3,024
| -2% | -$234K | 3.62% | 4 |
|
|
2023
Q3 | $9.34M | Buy |
124,248
+3,458
| +3% | +$260K | 3.89% | 3 |
|
|
2023
Q2 | $9.14M | Buy |
120,790
+2,540
| +2% | +$192K | 3.6% | 4 |
|
|
2023
Q1 | $9.01M | Buy |
118,250
+682
| +0.6% | +$52K | 3.76% | 3 |
|
|
2022
Q4 | $8.84M | Sell |
117,568
-2,430
| -2% | -$183K | 3.87% | 2 |
|
|
2022
Q3 | $8.91M | Buy |
119,998
+9,651
| +9% | +$717K | 4.07% | 2 |
|
|
2022
Q2 | $8.42M | Buy |
110,347
+24,773
| +29% | +$1.89M | 3.6% | 3 |
|
|
2022
Q1 | $6.68M | Buy |
85,574
+10,520
| +14% | +$822K | 2.43% | 7 |
|
|
2021
Q4 | $6.1M | Buy |
75,054
+14,958
| +25% | +$1.22M | 2.05% | 11 |
|
|
2021
Q3 | $4.95M | Buy |
60,096
+21,669
| +56% | +$1.79M | 1.77% | 12 |
|
|
2021
Q2 | $3.18M | Buy |
+38,427
| New | +$3.18M | 1.03% | 21 |
|