IWP
Insight Wealth Partners’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 | $2.06M | Buy |
25,950
+390
| +2% | +$31K | 0.8% | 24 |
|
|
2025
Q1 | $2.02M | Buy |
25,560
+9,488
| +59% | +$749K | 0.34% | 24 |
|
|
2024
Q4 | $1.25M | Buy |
16,072
+1,288
| +9% | +$100K | 0.17% | 33 |
|
|
2024
Q3 | $1.17M | Buy |
14,784
+1,097
| +8% | +$87.1K | 0.23% | 35 |
|
|
2024
Q2 | $1.06M | Sell |
13,687
-2,034
| -13% | -$157K | 0.18% | 29 |
|
|
2024
Q1 | $1.22M | Buy |
15,721
+5,210
| +50% | +$403K | 0.21% | 29 |
|
|
2023
Q4 | $813K | Buy |
10,511
+575
| +6% | +$44.5K | 0.14% | 34 |
|
|
2023
Q3 | $747K | Sell |
9,936
-1,395
| -12% | -$105K | 0.14% | 33 |
|
|
2023
Q2 | $857K | Sell |
11,331
-4,899
| -30% | -$371K | 0.2% | 33 |
|
|
2023
Q1 | $1.24M | Buy |
16,230
+113
| +0.7% | +$8.61K | 0.28% | 21 |
|
|
2022
Q4 | $1.21M | Sell |
16,117
-4,401
| -21% | -$331K | 0.91% | 20 |
|
|
2022
Q3 | $1.52M | Buy |
20,518
+2,125
| +12% | +$158K | 1.44% | 17 |
|
|
2022
Q2 | $1.4M | Sell |
18,393
-1,627
| -8% | -$124K | 1.05% | 18 |
|
|
2022
Q1 | $1.56M | Sell |
20,020
-149,025
| -88% | -$11.6M | 0.87% | 18 |
|
|
2021
Q4 | $13.7M | Buy |
169,045
+19,424
| +13% | +$1.58M | 2.57% | 3 |
|
|
2021
Q3 | $12.3M | Buy |
149,621
+8,053
| +6% | +$664K | 6.61% | 3 |
|
|
2021
Q2 | $11.7M | Sell |
141,568
-925
| -0.6% | -$76.5K | 6.23% | 5 |
|
|
2021
Q1 | $11.8M | Buy |
142,493
+19,503
| +16% | +$1.61M | 5.79% | 3 |
|
|
2020
Q4 | $10.2M | Buy |
122,990
+14,790
| +14% | +$1.23M | 6.27% | 3 |
|
|
2020
Q3 | $8.96M | Buy |
+108,200
| New | +$8.96M | 8.56% | 2 |
|