KWM
Keebeck 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 | $432K | Sell |
5,440
-200
| -4% | -$15.9K | 0.06% | 221 |
|
|
2025
Q1 | $445K | Hold |
5,640
| – | – | 0.07% | 177 |
|
|
2024
Q4 | $440K | Sell |
5,640
-32,100
| -85% | -$2.5M | 0.06% | 174 |
|
|
2024
Q3 | $3M | Sell |
37,740
-66,045
| -64% | -$5.25M | 0.43% | 66 |
|
|
2024
Q2 | $8.02M | Hold |
103,785
| – | – | 1.18% | 16 |
|
|
2024
Q1 | $8.02M | Hold |
103,785
| – | – | 1.18% | 17 |
|
|
2023
Q4 | $8.03M | Sell |
103,785
-4,150
| -4% | -$321K | 1.32% | 12 |
|
|
2023
Q3 | $8.11M | Sell |
107,935
-22,925
| -18% | -$1.72M | 1.41% | 12 |
|
|
2023
Q2 | $9.9M | Sell |
130,860
-650
| -0.5% | -$49.2K | 1.36% | 18 |
|
|
2023
Q1 | $10M | Buy |
131,510
+180
| +0.1% | +$13.7K | 1.62% | 15 |
|
|
2022
Q4 | $9.87M | Buy |
131,330
+400
| +0.3% | +$30.1K | 1.73% | 13 |
|
|
2022
Q3 | $9.73M | Buy |
130,930
+67,080
| +105% | +$4.98M | 1.87% | 13 |
|
|
2022
Q2 | $4.87M | Buy |
+63,850
| New | +$4.87M | 0.93% | 25 |
|