JWCA
J.W. Coons 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 | $2.62M | Buy |
32,998
+714
| +2% | +$56.8K | 0.59% | 50 |
|
|
2025
Q1 | $2.55M | Buy |
32,284
+1,089
| +3% | +$86K | 0.67% | 42 |
|
|
2024
Q4 | $2.43M | Buy |
31,195
+988
| +3% | +$77.1K | 0.63% | 44 |
|
|
2024
Q3 | $2.4M | Buy |
30,207
+792
| +3% | +$62.9K | 0.6% | 43 |
|
|
2024
Q2 | $2.27M | Sell |
29,415
-312
| -1% | -$24.1K | 0.55% | 44 |
|
|
2024
Q1 | $2.3M | Buy |
29,727
+617
| +2% | +$47.7K | 0.52% | 45 |
|
|
2023
Q4 | $2.25M | Sell |
29,110
-4,706
| -14% | -$364K | 0.61% | 43 |
|
|
2023
Q3 | $2.54M | Sell |
33,816
-851
| -2% | -$64K | 0.73% | 36 |
|
|
2023
Q2 | $2.62M | Buy |
34,667
+866
| +3% | +$65.5K | 0.72% | 38 |
|
|
2023
Q1 | $2.58M | Sell |
33,801
-1,571
| -4% | -$120K | 0.74% | 38 |
|
|
2022
Q4 | $2.66M | Sell |
35,372
-1,158
| -3% | -$87.1K | 0.79% | 35 |
|
|
2022
Q3 | $2.71M | Buy |
36,530
+329
| +0.9% | +$24.4K | 1.03% | 27 |
|
|
2022
Q2 | $2.76M | Buy |
36,201
+6
| +0% | +$458 | 0.98% | 25 |
|
|
2022
Q1 | $2.83M | Buy |
36,195
+5,579
| +18% | +$436K | 0.84% | 33 |
|
|
2021
Q4 | $2.49M | Buy |
30,616
+4,361
| +17% | +$355K | 0.75% | 37 |
|
|
2021
Q3 | $2.17M | Buy |
26,255
+3,976
| +18% | +$328K | 0.74% | 40 |
|
|
2021
Q2 | $1.85M | Buy |
22,279
+3,968
| +22% | +$329K | 0.65% | 47 |
|
|
2021
Q1 | $1.52M | Buy |
18,311
+1,428
| +8% | +$118K | 0.54% | 55 |
|
|
2020
Q4 | $1.41M | Buy |
16,883
+256
| +2% | +$21.4K | 0.54% | 54 |
|
|
2020
Q3 | $1.38M | Buy |
16,627
+474
| +3% | +$39.3K | 0.57% | 48 |
|
|
2020
Q2 | $1.34M | Buy |
16,153
+457
| +3% | +$37.8K | 0.59% | 52 |
|
|
2020
Q1 | $1.24M | Buy |
+15,696
| New | +$1.24M | 0.65% | 48 |
|