CWA
Consilio 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 | $2.49M | Sell |
31,411
-3,973
| -11% | -$315K | 0.89% | 20 |
|
|
2025
Q1 | $2.79M | Sell |
35,384
-7,809
| -18% | -$616K | 1.17% | 18 |
|
|
2024
Q4 | $3.37M | Buy |
43,193
+1,239
| +3% | +$96.7K | 1.38% | 17 |
|
|
2024
Q3 | $3.33M | Buy |
41,954
+1,144
| +3% | +$90.9K | 1.37% | 18 |
|
|
2024
Q2 | $3.15M | Buy |
40,810
+1,596
| +4% | +$123K | 1.41% | 15 |
|
|
2024
Q1 | $3.03M | Sell |
39,214
-39,855
| -50% | -$3.08M | 1.42% | 14 |
|
|
2023
Q4 | $6.12M | Buy |
79,069
+1,325
| +2% | +$103K | 3.1% | 9 |
|
|
2023
Q3 | $5.8M | Buy |
77,744
+717
| +0.9% | +$53.5K | 3.37% | 9 |
|
|
2023
Q2 | $5.83M | Buy |
77,027
+3,072
| +4% | +$232K | 3.21% | 9 |
|
|
2023
Q1 | $5.64M | Sell |
73,955
-6,150
| -8% | -$469K | 3.19% | 11 |
|
|
2022
Q4 | $6.02M | Buy |
80,105
+1,575
| +2% | +$118K | 3.85% | 10 |
|
|
2022
Q3 | $5.83M | Buy |
78,530
+9,338
| +13% | +$694K | 4.57% | 7 |
|
|
2022
Q2 | $5.28M | Buy |
69,192
+57,387
| +486% | +$4.38M | 4.27% | 7 |
|
|
2022
Q1 | $922K | Buy |
11,805
+7,487
| +173% | +$585K | 0.73% | 21 |
|
|
2021
Q4 | $351K | Buy |
+4,318
| New | +$351K | 0.27% | 36 |
|