IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
8,517
+819
| +11% | +$65.1K | 0.08% | 255 |
|
|
2025
Q1 | $608K | Buy |
7,698
+69
| +0.9% | +$5.45K | 0.08% | 257 |
|
|
2024
Q4 | $595K | Sell |
7,629
-104
| -1% | -$8.11K | 0.07% | 257 |
|
|
2024
Q3 | $614K | Sell |
7,733
-103
| -1% | -$8.18K | 0.08% | 259 |
|
|
2024
Q2 | $605K | Sell |
7,836
-360
| -4% | -$27.8K | 0.08% | 242 |
|
|
2024
Q1 | $634K | Buy |
8,196
+209
| +3% | +$16.2K | 0.08% | 239 |
|
|
2023
Q4 | $618K | Sell |
7,987
-76
| -0.9% | -$5.88K | 0.1% | 227 |
|
|
2023
Q3 | $606K | Sell |
8,063
-730
| -8% | -$54.9K | 0.11% | 217 |
|
|
2023
Q2 | $665K | Sell |
8,793
-1,151
| -12% | -$87.1K | 0.11% | 203 |
|
|
2023
Q1 | $758K | Sell |
9,944
-334
| -3% | -$25.5K | 0.14% | 175 |
|
|
2022
Q4 | $773K | Sell |
10,278
-1,289
| -11% | -$96.9K | 0.16% | 168 |
|
|
2022
Q3 | $859K | Sell |
11,567
-2,160
| -16% | -$160K | 0.19% | 142 |
|
|
2022
Q2 | $1.05M | Sell |
13,727
-408
| -3% | -$31.1K | 0.21% | 123 |
|
|
2022
Q1 | $1.1M | Sell |
14,135
-2,747
| -16% | -$215K | 0.18% | 139 |
|
|
2021
Q4 | $1.37M | Buy |
16,882
+3,093
| +22% | +$251K | 0.22% | 115 |
|
|
2021
Q3 | $1.14M | Buy |
13,789
+583
| +4% | +$48K | 0.2% | 128 |
|
|
2021
Q2 | $1.09M | Buy |
13,206
+59
| +0.4% | +$4.88K | 0.19% | 138 |
|
|
2021
Q1 | $1.09M | Buy |
13,147
+462
| +4% | +$38.1K | 0.21% | 128 |
|
|
2020
Q4 | $1.06M | Buy |
12,685
+208
| +2% | +$17.3K | 0.21% | 116 |
|
|
2020
Q3 | $1.03M | Sell |
12,477
-542
| -4% | -$44.9K | 0.24% | 107 |
|
|
2020
Q2 | $1.08M | Sell |
13,019
-17,888
| -58% | -$1.48M | 0.26% | 100 |
|
|
2020
Q1 | $2.45M | Sell |
30,907
-13,382
| -30% | -$1.06M | 0.75% | 24 |
|
|
2019
Q4 | $3.59M | Sell |
44,289
-2,084
| -4% | -$169K | 0.81% | 21 |
|
|
2019
Q3 | $3.76M | Sell |
46,373
-11,109
| -19% | -$900K | 0.95% | 16 |
|
|
2019
Q2 | $4.64M | Sell |
57,482
-4,631
| -7% | -$374K | 1.03% | 12 |
|
|
2019
Q1 | $4.96M | Buy |
62,113
+26,196
| +73% | +$2.09M | 1.08% | 11 |
|
|
2018
Q4 | $2.8M | Buy |
35,917
+7,401
| +26% | +$577K | 1.15% | 17 |
|
|
2018
Q3 | $2.23M | Sell |
28,516
-1,206
| -4% | -$94.2K | 0.75% | 31 |
|
|
2018
Q2 | $2.32M | Buy |
29,722
+1,572
| +6% | +$123K | 0.74% | 29 |
|
|
2018
Q1 | $2.2M | Sell |
28,150
-22,743
| -45% | -$1.78M | 0.65% | 34 |
|
|
2017
Q4 | $4.41M | Buy |
50,893
+15,424
| +43% | +$1.34M | 1.02% | 12 |
|
|
2017
Q3 | $2.85M | Buy |
35,469
+151
| +0.4% | +$12.1K | 0.93% | 20 |
|
|
2017
Q2 | $2.83M | Buy |
+35,318
| New | +$2.83M | 0.78% | 17 |
|