HWA
HHM 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 | $993K | Buy |
12,487
+1,005
| +9% | +$79.9K | 0.12% | 69 |
|
|
2025
Q1 | $906K | Sell |
11,482
-1,680
| -13% | -$133K | 0.12% | 69 |
|
|
2024
Q4 | $1.03M | Hold |
13,162
| – | – | 0.14% | 68 |
|
|
2024
Q3 | $1.05M | Sell |
13,162
-690
| -5% | -$54.8K | 0.15% | 62 |
|
|
2024
Q2 | $1.07M | Sell |
13,852
-1,506
| -10% | -$116K | 0.16% | 58 |
|
|
2024
Q1 | $1.19M | Sell |
15,358
-3,478
| -18% | -$269K | 0.2% | 50 |
|
|
2023
Q4 | $1.46M | Sell |
18,836
-2,824
| -13% | -$218K | 0.25% | 34 |
|
|
2023
Q3 | $1.63M | Sell |
21,660
-892
| -4% | -$67K | 0.32% | 27 |
|
|
2023
Q2 | $1.71M | Sell |
22,552
-1,962
| -8% | -$148K | 0.32% | 28 |
|
|
2023
Q1 | $1.87M | Sell |
24,514
-3,521
| -13% | -$268K | 0.38% | 25 |
|
|
2022
Q4 | $2.11M | Buy |
28,035
+547
| +2% | +$41.1K | 0.48% | 22 |
|
|
2022
Q3 | $2.04M | Sell |
27,488
-2,490
| -8% | -$185K | 0.54% | 21 |
|
|
2022
Q2 | $2.29M | Sell |
29,978
-4,726
| -14% | -$360K | 0.59% | 20 |
|
|
2022
Q1 | $2.71M | Sell |
34,704
-789
| -2% | -$61.6K | 0.63% | 19 |
|
|
2021
Q4 | $2.88M | Buy |
35,493
+4,080
| +13% | +$332K | 0.7% | 19 |
|
|
2021
Q3 | $2.59M | Sell |
31,413
-40
| -0.1% | -$3.3K | 0.7% | 19 |
|
|
2021
Q2 | $2.6M | Sell |
31,453
-1,450
| -4% | -$120K | 0.71% | 20 |
|
|
2021
Q1 | $2.71M | Buy |
32,903
+3,005
| +10% | +$248K | 0.84% | 18 |
|
|
2020
Q4 | $2.49M | Buy |
29,898
+3,320
| +12% | +$276K | 0.86% | 17 |
|
|
2020
Q3 | $2.2M | Buy |
26,578
+9,863
| +59% | +$817K | 0.88% | 15 |
|
|
2020
Q2 | $1.38M | Buy |
16,715
+1,363
| +9% | +$113K | 0.58% | 20 |
|
|
2020
Q1 | $1.21M | Sell |
15,352
-3,773
| -20% | -$298K | 0.59% | 19 |
|
|
2019
Q4 | $1.55M | Buy |
19,125
+3,176
| +20% | +$257K | 0.74% | 19 |
|
|
2019
Q3 | $1.29M | Sell |
15,949
-2,230
| -12% | -$181K | 0.74% | 17 |
|
|
2019
Q2 | $1.47M | Sell |
18,179
-238
| -1% | -$19.2K | 0.86% | 18 |
|
|
2019
Q1 | $1.47M | Sell |
18,417
-426
| -2% | -$34K | 0.94% | 17 |
|
|
2018
Q4 | $1.47M | Buy |
+18,843
| New | +$1.47M | 1.08% | 15 |
|