GWM
Guardian 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 | $2.52M | Buy |
31,731
+1,143
| +4% | +$90.9K | 1.68% | 23 |
|
|
2025
Q1 | $2.41M | Buy |
30,588
+9,251
| +43% | +$730K | 1.61% | 25 |
|
|
2024
Q4 | $1.66M | Buy |
21,337
+12,976
| +155% | +$1.01M | 1.13% | 32 |
|
|
2024
Q3 | $664K | Buy |
8,361
+1,762
| +27% | +$140K | 0.47% | 50 |
|
|
2024
Q2 | $510K | Buy |
6,599
+4,262
| +182% | +$329K | 0.39% | 50 |
|
|
2024
Q1 | $181K | Buy |
2,337
+1,889
| +422% | +$146K | 0.14% | 66 |
|
|
2023
Q4 | $34.7K | Hold |
448
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $33.7K | Hold |
448
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $33.9K | Buy |
+448
| New | +$33.9K | 0.03% | 118 |
|