CWM
Connecticut 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 | $6.67M | Sell |
83,944
-15,113
| -15% | -$1.2M | 0.32% | 46 |
|
|
2025
Q1 | $7.82M | Buy |
+99,057
| New | +$7.82M | 0.41% | 39 |
|
|
2024
Q4 | – | Sell |
-130,353
| Closed | -$10.4M | – | 313 |
|
|
2024
Q3 | $10.4M | Sell |
130,353
-15,014
| -10% | -$1.19M | 0.5% | 34 |
|
|
2024
Q2 | $11.2M | Sell |
145,367
-11,665
| -7% | -$901K | 0.58% | 32 |
|
|
2024
Q1 | $12.1M | Sell |
157,032
-13,292
| -8% | -$1.03M | 0.65% | 27 |
|
|
2023
Q4 | $13.2M | Sell |
170,324
-2,979
| -2% | -$230K | 0.76% | 26 |
|
|
2023
Q3 | $13M | Buy |
173,303
+3,648
| +2% | +$274K | 0.89% | 27 |
|
|
2023
Q2 | $12.8M | Buy |
169,655
+5,904
| +4% | +$447K | 0.89% | 25 |
|
|
2023
Q1 | $12.5M | Buy |
+163,751
| New | +$12.5M | 0.94% | 23 |
|
|
2022
Q4 | – | Sell |
-3,310
| Closed | -$246K | – | 212 |
|
|
2022
Q3 | $246K | Buy |
+3,310
| New | +$246K | 0.02% | 169 |
|