HWM
Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,316
| Closed | -$343K | – | 120 |
|
|
2024
Q3 | $343K | Sell |
4,316
-1,821
| -30% | -$145K | 0.2% | 89 |
|
|
2024
Q2 | $474K | Sell |
6,137
-3,357
| -35% | -$259K | 0.37% | 63 |
|
|
2024
Q1 | $734K | Sell |
9,494
-809
| -8% | -$62.5K | 0.6% | 43 |
|
|
2023
Q4 | $797K | Sell |
10,303
-1,691
| -14% | -$131K | 0.67% | 41 |
|
|
2023
Q3 | $901K | Sell |
11,994
-1,409
| -11% | -$106K | 0.83% | 34 |
|
|
2023
Q2 | $1.01M | Sell |
13,403
-656
| -5% | -$49.6K | 0.88% | 29 |
|
|
2023
Q1 | $1.07M | Sell |
14,059
-646
| -4% | -$49.2K | 0.89% | 30 |
|
|
2022
Q4 | $1.11M | Sell |
14,705
-4,703
| -24% | -$354K | 0.91% | 32 |
|
|
2022
Q3 | $1.44M | Buy |
+19,408
| New | +$1.44M | 1.02% | 28 |
|
|
2022
Q2 | – | Sell |
-35,515
| Closed | -$2.77M | – | 123 |
|
|
2022
Q1 | $2.77M | Sell |
35,515
-1,017
| -3% | -$79.4K | 1.51% | 17 |
|
|
2021
Q4 | $2.97M | Sell |
36,532
-233
| -0.6% | -$18.9K | 1.57% | 14 |
|
|
2021
Q3 | $3.03M | Buy |
36,765
+334
| +0.9% | +$27.5K | 1.69% | 15 |
|
|
2021
Q2 | $3.01M | Buy |
36,431
+563
| +2% | +$46.6K | 1.66% | 15 |
|
|
2021
Q1 | $2.96M | Buy |
35,868
+116
| +0.3% | +$9.57K | 1.73% | 15 |
|
|
2020
Q4 | $2.98M | Buy |
35,752
+3,247
| +10% | +$270K | 1.86% | 13 |
|
|
2020
Q3 | $2.69M | Buy |
32,505
+6,570
| +25% | +$544K | 1.92% | 14 |
|
|
2020
Q2 | $2.14M | Buy |
25,935
+4,715
| +22% | +$390K | 1.75% | 16 |
|
|
2020
Q1 | $1.68M | Buy |
21,220
+4,369
| +26% | +$345K | 1.76% | 15 |
|
|
2019
Q4 | $1.37M | Buy |
+16,851
| New | +$1.37M | 1.14% | 20 |
|