GWANC
Guardian Wealth Advisors (North Carolina)’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 | $860K | Buy |
10,818
+537
| +5% | +$42.7K | 0.06% | 154 |
|
|
2025
Q1 | $812K | Buy |
10,281
+1,092
| +12% | +$86.2K | 0.06% | 146 |
|
|
2024
Q4 | $717K | Buy |
9,189
+880
| +11% | +$68.6K | 0.06% | 158 |
|
|
2024
Q3 | $660K | Sell |
8,309
-1,542
| -16% | -$122K | 0.07% | 133 |
|
|
2024
Q2 | $761K | Hold |
9,851
| – | – | 0.09% | 118 |
|
|
2024
Q1 | $762K | Buy |
9,851
+1,138
| +13% | +$88K | 0.09% | 118 |
|
|
2023
Q4 | $674K | Sell |
8,713
-49
| -0.6% | -$3.79K | 0.1% | 113 |
|
|
2023
Q3 | $658K | Sell |
8,762
-280
| -3% | -$21K | 0.11% | 103 |
|
|
2023
Q2 | $684K | Sell |
9,042
-11
| -0.1% | -$832 | 0.12% | 97 |
|
|
2023
Q1 | $690K | Hold |
9,053
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $681K | Buy |
9,053
+103
| +1% | +$7.75K | 0.13% | 92 |
|
|
2022
Q3 | $665K | Sell |
8,950
-1,803
| -17% | -$134K | 0.12% | 87 |
|
|
2022
Q2 | $820K | Buy |
10,753
+4,101
| +62% | +$313K | 0.15% | 74 |
|
|
2022
Q1 | $519K | Buy |
6,652
+4,200
| +171% | +$328K | 0.22% | 81 |
|
|
2021
Q4 | $199K | Buy |
+2,452
| New | +$199K | 0.09% | 145 |
|