EWA
Evolution 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 | – | Sell |
-18,961
| Closed | -$1.5M | – | 177 |
|
|
2025
Q1 | $1.5M | Hold |
18,961
| – | – | 0.25% | 55 |
|
|
2024
Q4 | $1.48M | Sell |
18,961
-707
| -4% | -$55.2K | 0.25% | 55 |
|
|
2024
Q3 | $1.56M | Hold |
19,668
| – | – | 0.28% | 52 |
|
|
2024
Q2 | $1.52M | Hold |
19,668
| – | – | 0.3% | 50 |
|
|
2024
Q1 | $1.52M | Hold |
19,668
| – | – | 0.29% | 49 |
|
|
2023
Q4 | $1.52M | Hold |
19,668
| – | – | 0.31% | 46 |
|
|
2023
Q3 | $1.48M | Hold |
19,668
| – | – | 0.33% | 45 |
|
|
2023
Q2 | $1.49M | Buy |
19,668
+707
| +4% | +$53.5K | 0.33% | 41 |
|
|
2023
Q1 | $1.45M | Hold |
18,961
| – | – | 0.35% | 41 |
|
|
2022
Q4 | $1.43M | Hold |
18,961
| – | – | 0.36% | 42 |
|
|
2022
Q3 | $1.41M | Buy |
+18,961
| New | +$1.41M | 0.39% | 40 |
|