CWM
Congress 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 | $23.3M | Buy |
293,305
+136,222
| +87% | +$10.8M | 0.23% | 107 |
|
|
2025
Q1 | $12.4M | Buy |
157,083
+2,494
| +2% | +$197K | 0.15% | 173 |
|
|
2024
Q4 | $12.1M | Buy |
154,589
+4,863
| +3% | +$379K | 0.17% | 177 |
|
|
2024
Q3 | $11.9M | Buy |
149,726
+122,763
| +455% | +$9.75M | 0.16% | 188 |
|
|
2024
Q2 | $2.08M | Buy |
26,963
+1,289
| +5% | +$99.6K | 0.03% | 353 |
|
|
2024
Q1 | $1.98M | Sell |
25,674
-5,206
| -17% | -$402K | 0.03% | 315 |
|
|
2023
Q4 | $2.39M | Buy |
30,880
+4,954
| +19% | +$383K | 0.04% | 294 |
|
|
2023
Q3 | $1.95M | Buy |
+25,926
| New | +$1.95M | 0.04% | 306 |
|
|
2022
Q2 | – | Sell |
-3,116
| Closed | -$244K | – | 620 |
|
|
2022
Q1 | $244K | Buy |
+3,116
| New | +$244K | 0.01% | 548 |
|