EWM
Empirical 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 | $179M | Buy |
2,256,378
+85,810
| +4% | +$6.82M | 4.05% | 3 |
|
|
2025
Q1 | $171M | Buy |
2,170,568
+13,903
| +0.6% | +$1.1M | 4.41% | 3 |
|
|
2024
Q4 | $168M | Buy |
2,156,665
+69,456
| +3% | +$5.42M | 4.56% | 4 |
|
|
2024
Q3 | $166M | Buy |
2,087,209
+58,811
| +3% | +$4.67M | 4.65% | 3 |
|
|
2024
Q2 | $157M | Buy |
2,028,398
+22,269
| +1% | +$1.72M | 4.64% | 3 |
|
|
2024
Q1 | $155M | Buy |
2,006,129
+34,341
| +2% | +$2.65M | 4.68% | 1 |
|
|
2023
Q4 | $153M | Buy |
1,971,788
+16,376
| +0.8% | +$1.27M | 5.07% | 1 |
|
|
2023
Q3 | $147M | Buy |
1,955,412
+80,457
| +4% | +$6.05M | 5.76% | 1 |
|
|
2023
Q2 | $142M | Buy |
1,874,955
+51,236
| +3% | +$3.88M | 5.71% | 1 |
|
|
2023
Q1 | $139M | Buy |
1,823,719
+50,825
| +3% | +$3.87M | 6.03% | 1 |
|
|
2022
Q4 | $133M | Buy |
1,772,894
+102,126
| +6% | +$7.68M | 6.28% | 1 |
|
|
2022
Q3 | $124M | Sell |
1,670,768
-62,945
| -4% | -$4.68M | 6.5% | 1 |
|
|
2022
Q2 | $132M | Sell |
1,733,713
-125,362
| -7% | -$9.56M | 6.94% | 1 |
|
|
2022
Q1 | $145M | Buy |
1,859,075
+50,383
| +3% | +$3.93M | 7.24% | 1 |
|
|
2021
Q4 | $147M | Buy |
1,808,692
+61,188
| +4% | +$4.97M | 7.34% | 1 |
|
|
2021
Q3 | $144M | Buy |
1,747,504
+48,442
| +3% | +$3.99M | 8.2% | 1 |
|
|
2021
Q2 | $141M | Buy |
1,699,062
+72,964
| +4% | +$6.03M | 8.51% | 1 |
|
|
2021
Q1 | $134M | Buy |
1,626,098
+26,752
| +2% | +$2.21M | 10.75% | 1 |
|
|
2020
Q4 | $133M | Buy |
1,599,346
+55,324
| +4% | +$4.61M | 10.15% | 1 |
|
|
2020
Q3 | $128M | Buy |
1,544,022
+35,362
| +2% | +$2.93M | 10.93% | 1 |
|
|
2020
Q2 | $125M | Sell |
1,508,660
-69,632
| -4% | -$5.76M | 11.63% | 1 |
|
|
2020
Q1 | $125M | Sell |
1,578,292
-29,791
| -2% | -$2.36M | 13.65% | 1 |
|
|
2019
Q4 | $130M | Buy |
1,608,083
+93,485
| +6% | +$7.58M | 14.32% | 1 |
|
|
2019
Q3 | $123M | Buy |
1,514,598
+71,756
| +5% | +$5.82M | 14.86% | 1 |
|
|
2019
Q2 | $116M | Buy |
1,442,842
+54,035
| +4% | +$4.36M | 15.16% | 1 |
|
|
2019
Q1 | $111M | Buy |
1,388,807
+40,541
| +3% | +$3.23M | 16.12% | 1 |
|
|
2018
Q4 | $105M | Sell |
1,348,266
-2,336
| -0.2% | -$182K | 17.85% | 1 |
|
|
2018
Q3 | $106M | Buy |
1,350,602
+22,410
| +2% | +$1.75M | 18.71% | 1 |
|
|
2018
Q2 | $104M | Buy |
1,328,192
+34,482
| +3% | +$2.69M | 19.42% | 1 |
|
|
2018
Q1 | $101M | Buy |
1,293,710
+102,201
| +9% | +$8.02M | 20.05% | 1 |
|
|
2017
Q4 | $94.5M | Buy |
1,191,509
+75,057
| +7% | +$5.95M | 20.26% | 1 |
|
|
2017
Q3 | $89.5M | Buy |
1,116,452
+26,395
| +2% | +$2.12M | 20.64% | 1 |
|
|
2017
Q2 | $87.2M | Buy |
1,090,057
+17,154
| +2% | +$1.37M | 21.24% | 1 |
|
|
2017
Q1 | $85.6M | Buy |
1,072,903
+30,497
| +3% | +$2.43M | 21.32% | 1 |
|
|
2016
Q4 | $82.7M | Buy |
1,042,406
+23,899
| +2% | +$1.9M | 20.31% | 1 |
|
|
2016
Q3 | $82M | Buy |
1,018,507
+8,667
| +0.9% | +$698K | 21.43% | 1 |
|
|
2016
Q2 | $81.6M | Sell |
1,009,840
-4,005
| -0.4% | -$324K | 21.44% | 1 |
|
|
2016
Q1 | $81.1M | Sell |
1,013,845
-16,498
| -2% | -$1.32M | 19.62% | 1 |
|
|
2015
Q4 | $81.4M | Sell |
1,030,343
-9,329
| -0.9% | -$737K | 19.8% | 1 |
|
|
2015
Q3 | $82.9M | Sell |
1,039,672
-1,845
| -0.2% | -$147K | 19.56% | 1 |
|
|
2015
Q2 | $82.9M | Buy |
1,041,517
+28,048
| +3% | +$2.23M | 19.26% | 1 |
|
|
2015
Q1 | $81.3M | Buy |
1,013,469
+1,277
| +0.1% | +$102K | 19.5% | 1 |
|
|
2014
Q4 | $80.6M | Buy |
1,012,192
+13,131
| +1% | +$1.05M | 19.69% | 1 |
|
|
2014
Q3 | $79.8M | Buy |
999,061
+18,268
| +2% | +$1.46M | 19.3% | 1 |
|
|
2014
Q2 | $78.8M | Buy |
980,793
+42,158
| +4% | +$3.39M | 19.54% | 1 |
|
|
2014
Q1 | $75.1M | Buy |
938,635
+23,640
| +3% | +$1.89M | 19.77% | 1 |
|
|
2013
Q4 | $73M | Buy |
914,995
+51,007
| +6% | +$4.07M | 20.64% | 1 |
|
|
2013
Q3 | $68.8M | Buy |
863,988
+16,892
| +2% | +$1.34M | 21.51% | 1 |
|
|
2013
Q2 | $67M | Buy |
+847,096
| New | +$67M | 22.34% | 1 |
|