HWMG
Hurlow Wealth Management Group’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 | $7.77M | Buy |
97,711
+4,193
| +4% | +$333K | 2.19% | 14 |
|
|
2025
Q1 | $7.38M | Buy |
93,518
+4,607
| +5% | +$364K | 2.31% | 14 |
|
|
2024
Q4 | $6.94M | Buy |
88,911
+5,920
| +7% | +$462K | 2.17% | 15 |
|
|
2024
Q3 | $6.59M | Buy |
82,991
+2,947
| +4% | +$234K | 2.06% | 16 |
|
|
2024
Q2 | $6.19M | Buy |
80,044
+6,058
| +8% | +$468K | 2.12% | 15 |
|
|
2024
Q1 | $5.72M | Buy |
73,986
+4,800
| +7% | +$371K | 2.02% | 16 |
|
|
2023
Q4 | $5.35M | Buy |
69,186
+15,551
| +29% | +$1.2M | 2.03% | 16 |
|
|
2023
Q3 | $4.03M | Buy |
53,635
+5,349
| +11% | +$402K | 1.75% | 17 |
|
|
2023
Q2 | $3.65M | Buy |
48,286
+4,620
| +11% | +$350K | 1.56% | 17 |
|
|
2023
Q1 | $3.33M | Buy |
43,666
+2,423
| +6% | +$185K | 1.54% | 17 |
|
|
2022
Q4 | $3.1M | Sell |
41,243
-7,245
| -15% | -$545K | 1.61% | 17 |
|
|
2022
Q3 | $3.6M | Sell |
48,488
-134
| -0.3% | -$9.95K | 2.1% | 15 |
|
|
2022
Q2 | $3.71M | Buy |
48,622
+1,841
| +4% | +$140K | 2.14% | 15 |
|
|
2022
Q1 | $3.65M | Buy |
46,781
+17,437
| +59% | +$1.36M | 2.24% | 12 |
|
|
2021
Q4 | $2.44M | Sell |
29,344
-13,215
| -31% | -$1.1M | 1.91% | 13 |
|
|
2021
Q3 | $3.51M | Buy |
42,559
+2,109
| +5% | +$174K | 2.09% | 13 |
|
|
2021
Q2 | $3.35M | Buy |
40,450
+7,202
| +22% | +$596K | 2.2% | 12 |
|
|
2021
Q1 | $2.74M | Buy |
33,248
+4,615
| +16% | +$381K | 1.98% | 12 |
|
|
2020
Q4 | $2.38M | Buy |
28,633
+12,943
| +82% | +$1.08M | 1.87% | 14 |
|
|
2020
Q3 | $1.3M | Buy |
15,690
+5,033
| +47% | +$417K | 1.19% | 18 |
|
|
2020
Q2 | $880K | Buy |
10,657
+5,172
| +94% | +$427K | 0.85% | 22 |
|
|
2020
Q1 | $445K | Buy |
5,485
+1,388
| +34% | +$113K | 0.48% | 40 |
|
|
2019
Q4 | $333K | Buy |
+4,097
| New | +$333K | 0.33% | 75 |
|