GWWM
VCSH icon

Great Waters Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Great Waters Wealth Management’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Buy
3,439
+75
+2% +$5.93K 0.03% 109
2026
Q1 		$267K Sell
3,364
-88
-3% -$7.01K 0.03% 101
2025
Q4 		$275K Sell
3,452
-29
-0.8% -$2.31K 0.03% 97
2025
Q3 		$278K Sell
3,481
-6
-0.2% -$477 0.03% 89
2025
Q2 		$277K Buy
3,487
+5
+0.1% +$394 0.04% 83
2025
Q1 		$275K Sell
3,482
-1,011
-23% -$79.3K 0.04% 80
2024
Q4 		$350K Buy
4,493
+116
+3% +$9.1K 0.05% 77
2024
Q3 		$348K Sell
4,377
-43
-1% -$3.38K 0.05% 77
2024
Q2 		$342K Sell
4,420
-50
-1% -$3.85K 0.05% 74
2024
Q1 		$346K Buy
4,470
+62
+1% +$4.79K 0.06% 71
2023
Q4 		$340K Sell
4,408
-6
-0.1% -$455 0.06% 68
2023
Q3 		$330K Sell
4,414
-363
-8% -$27.4K 0.07% 69
2023
Q2 		$361K Buy
4,777
+36
+0.8% +$2.74K 0.07% 67
2023
Q1 		$361K Sell
4,741
-1,689
-26% -$128K 0.08% 68
2022
Q4 		$491K Buy
+6,430
New +$481K 0.11% 60

Other funds holding VCSH

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return