IWA
IBEX 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 | $2.83M | Buy |
35,553
+1,643
| +5% | +$131K | 0.3% | 74 |
|
|
2025
Q1 | $2.68M | Buy |
33,910
+270
| +0.8% | +$21.3K | 0.35% | 71 |
|
|
2024
Q4 | $2.62M | Buy |
+33,640
| New | +$2.62M | 0.31% | 75 |
|
|
2023
Q1 | – | Sell |
-45,297
| Closed | -$3.41M | – | 173 |
|
|
2022
Q4 | $3.41M | Sell |
45,297
-220
| -0.5% | -$16.5K | 0.77% | 43 |
|
|
2022
Q3 | $3.38M | Buy |
45,517
+9,374
| +26% | +$696K | 0.88% | 39 |
|
|
2022
Q2 | $2.76M | Sell |
36,143
-1,774
| -5% | -$135K | 0.63% | 62 |
|
|
2022
Q1 | $2.96M | Buy |
37,917
+34,676
| +1,070% | +$2.71M | 0.57% | 66 |
|
|
2021
Q4 | $263K | Buy |
3,241
+2,427
| +298% | +$197K | 0.05% | 156 |
|
|
2021
Q3 | $67K | Buy |
+814
| New | +$67K | 0.01% | 253 |
|
|
2019
Q3 | – | Sell |
-876
| Closed | -$70K | – | 345 |
|
|
2019
Q2 | $70K | Buy |
+876
| New | +$70K | 0.02% | 184 |
|
|
2017
Q4 | – | Sell |
-2,566
| Closed | -$205K | – | 137 |
|
|
2017
Q3 | $205K | Buy |
2,566
+14
| +0.5% | +$1.12K | 0.08% | 127 |
|
|
2017
Q2 | $203K | Buy |
+2,552
| New | +$203K | 0.08% | 126 |
|
|
2017
Q1 | – | Sell |
-2,930
| Closed | -$233K | – | 373 |
|
|
2016
Q4 | $233K | Sell |
2,930
-222
| -7% | -$17.7K | 0.11% | 105 |
|
|
2016
Q3 | $254K | Buy |
+3,152
| New | +$254K | 0.14% | 104 |
|