LWM
Laidlaw 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
Q1 | – | Sell |
-37,257
| Closed | -$2.91M | – | 149 |
|
|
2024
Q4 | $2.91M | Buy |
37,257
+6,864
| +23% | +$535K | 1.27% | 16 |
|
|
2024
Q3 | $2.41M | Sell |
30,393
-26,381
| -46% | -$2.1M | 1.19% | 24 |
|
|
2024
Q2 | $4.39M | Buy |
56,774
+4,524
| +9% | +$350K | 2.41% | 7 |
|
|
2024
Q1 | $4.04M | Buy |
52,250
+1,154
| +2% | +$89.2K | 2.25% | 7 |
|
|
2023
Q4 | $3.95M | Sell |
51,096
-16,774
| -25% | -$1.3M | 1.44% | 10 |
|
|
2023
Q3 | $5.1M | Sell |
67,870
-7,180
| -10% | -$540K | 1.69% | 6 |
|
|
2023
Q2 | $5.68M | Sell |
75,050
-1,052
| -1% | -$79.6K | 1.11% | 12 |
|
|
2023
Q1 | $5.8M | Buy |
76,102
+10,606
| +16% | +$808K | 1.18% | 10 |
|
|
2022
Q4 | $4.92M | Sell |
65,496
-3,683
| -5% | -$277K | 1.06% | 13 |
|
|
2022
Q3 | $5.14M | Buy |
69,179
+11,667
| +20% | +$867K | 1.2% | 10 |
|
|
2022
Q2 | $4.39M | Buy |
57,512
+47,251
| +460% | +$3.6M | 0.89% | 20 |
|
|
2022
Q1 | $801K | Sell |
10,261
-1,019
| -9% | -$79.5K | 0.13% | 157 |
|
|
2021
Q4 | $917K | Sell |
11,280
-316
| -3% | -$25.7K | 0.15% | 148 |
|
|
2021
Q3 | $956K | Sell |
11,596
-718
| -6% | -$59.2K | 0.25% | 96 |
|
|
2021
Q2 | $1.02M | Buy |
12,314
+846
| +7% | +$70K | 0.26% | 93 |
|
|
2021
Q1 | $946K | Buy |
11,468
+922
| +9% | +$76.1K | 0.32% | 84 |
|
|
2020
Q4 | $878K | Buy |
10,546
+4,052
| +62% | +$337K | 0.18% | 135 |
|
|
2020
Q3 | $538K | Buy |
6,494
+1,800
| +38% | +$149K | 0.24% | 106 |
|
|
2020
Q2 | $388K | Buy |
4,694
+683
| +17% | +$56.5K | 0.2% | 111 |
|
|
2020
Q1 | $317K | Sell |
4,011
-1,845
| -32% | -$146K | 0.21% | 110 |
|
|
2019
Q4 | $474K | Buy |
+5,856
| New | +$474K | 0.3% | 98 |
|