HWM
Hassell 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 | $16.2M | Buy |
203,874
+13,699
| +7% | +$1.09M | 5.91% | 6 |
|
|
2025
Q1 | $14.9M | Buy |
190,175
+11,988
| +7% | +$938K | 6.35% | 7 |
|
|
2024
Q4 | $14M | Buy |
178,187
+13,624
| +8% | +$1.07M | 5.63% | 7 |
|
|
2024
Q3 | $12.9M | Buy |
164,563
+9,525
| +6% | +$747K | 5.41% | 8 |
|
|
2024
Q2 | $12.1M | Buy |
+155,038
| New | +$12.1M | 5.42% | 8 |
|
|
2023
Q4 | – | Sell |
-67,860
| Closed | -$5.07M | – | 20 |
|
|
2023
Q3 | $5.07M | Buy |
+67,860
| New | +$5.07M | 3.69% | 8 |
|