IWA
IVC 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 | $208K | Buy |
2,620
+12
| +0.5% | +$954 | 0.1% | 165 |
|
|
2025
Q1 | $206K | Buy |
2,608
+7
| +0.3% | +$553 | 0.11% | 157 |
|
|
2024
Q4 | $203K | Buy |
2,601
+79
| +3% | +$6.16K | 0.11% | 148 |
|
|
2024
Q3 | $200K | Sell |
2,522
-263
| -9% | -$20.9K | 0.11% | 160 |
|
|
2024
Q2 | $215K | Sell |
2,785
-147
| -5% | -$11.4K | 0.12% | 152 |
|
|
2024
Q1 | $227K | Buy |
2,932
+20
| +0.7% | +$1.55K | 0.13% | 148 |
|
|
2023
Q4 | $225K | Buy |
2,912
+27
| +0.9% | +$2.09K | 0.14% | 141 |
|
|
2023
Q3 | $217K | Buy |
2,885
+21
| +0.7% | +$1.58K | 0.15% | 132 |
|
|
2023
Q2 | $217K | Buy |
2,864
+190
| +7% | +$14.4K | 0.14% | 136 |
|
|
2023
Q1 | $204K | Sell |
2,674
-38
| -1% | -$2.9K | 0.14% | 138 |
|
|
2022
Q4 | $204K | Buy |
2,712
+9
| +0.3% | +$677 | 0.15% | 145 |
|
|
2022
Q3 | $201K | Sell |
2,703
-276
| -9% | -$20.5K | 0.16% | 137 |
|
|
2022
Q2 | $227K | Sell |
2,979
-371
| -11% | -$28.3K | 0.18% | 127 |
|
|
2022
Q1 | $262K | Buy |
+3,350
| New | +$262K | 0.17% | 124 |
|