FMWA
Forvis Mazars 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 | $246K | Sell |
3,096
-503
| -14% | -$40K | 0.01% | 373 |
|
|
2025
Q1 | $284K | Sell |
3,599
-21,125
| -85% | -$1.67M | 0.01% | 351 |
|
|
2024
Q4 | $1.93M | Sell |
24,724
-11,912
| -33% | -$929K | 0.04% | 161 |
|
|
2024
Q3 | $2.91M | Sell |
36,636
-4,475
| -11% | -$355K | 0.07% | 138 |
|
|
2024
Q2 | $3.18M | Sell |
41,111
-19,490
| -32% | -$1.51M | 0.08% | 122 |
|
|
2024
Q1 | $4.69M | Sell |
60,601
-73,595
| -55% | -$5.69M | 0.12% | 92 |
|
|
2023
Q4 | $10.4M | Sell |
134,196
-97,711
| -42% | -$7.56M | 0.29% | 50 |
|
|
2023
Q3 | $17.4M | Sell |
231,907
-226,775
| -49% | -$17M | 0.53% | 36 |
|
|
2023
Q2 | $34.7M | Sell |
458,682
-151,781
| -25% | -$11.5M | 1.02% | 21 |
|
|
2023
Q1 | $46.5M | Buy |
610,463
+30,584
| +5% | +$2.33M | 1.52% | 10 |
|
|
2022
Q4 | $43.6M | Buy |
579,879
+176,567
| +44% | +$13.3M | 1.52% | 9 |
|
|
2022
Q3 | $30M | Buy |
403,312
+181,692
| +82% | +$13.5M | 1.21% | 12 |
|
|
2022
Q2 | $16.9M | Buy |
221,620
+215,277
| +3,394% | +$16.4M | 0.68% | 27 |
|
|
2022
Q1 | $495K | Buy |
6,343
+3
| +0% | +$234 | 0.02% | 190 |
|
|
2021
Q4 | $515K | Sell |
6,340
-420
| -6% | -$34.1K | 0.02% | 180 |
|
|
2021
Q3 | $557K | Sell |
6,760
-880
| -12% | -$72.5K | 0.03% | 169 |
|
|
2021
Q2 | $632K | Hold |
7,640
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $630K | Hold |
7,640
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $636K | Hold |
7,640
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $633K | Sell |
7,640
-1,998
| -21% | -$166K | 0.04% | 177 |
|
|
2020
Q2 | $797K | Sell |
9,638
-1,540
| -14% | -$127K | 0.05% | 147 |
|
|
2020
Q1 | $884K | Buy |
+11,178
| New | +$884K | 0.07% | 117 |
|