LWMG
Levy Wealth Management Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.39M | Sell |
18,002
-1,456
| -7% | -$113K | 0.36% | 35 |
|
|
2024
Q1 | $1.51M | Hold |
19,458
| – | – | 0.42% | 30 |
|
|
2023
Q4 | $1.51M | Buy |
19,458
+668
| +4% | +$51.7K | 0.42% | 30 |
|
|
2023
Q3 | $1.41M | Sell |
18,790
-573
| -3% | -$43.1K | 0.44% | 33 |
|
|
2023
Q2 | $1.46M | Sell |
19,363
-3,299
| -15% | -$250K | 0.43% | 32 |
|
|
2023
Q1 | $1.73M | Buy |
22,662
+9
| +0% | +$686 | 0.53% | 30 |
|
|
2022
Q4 | $1.7M | Buy |
22,653
+17
| +0.1% | +$1.28K | 0.57% | 29 |
|
|
2022
Q3 | $1.68M | Sell |
22,636
-1,960
| -8% | -$146K | 0.72% | 25 |
|
|
2022
Q2 | $1.88M | Buy |
24,596
+1,672
| +7% | +$128K | 0.86% | 19 |
|
|
2022
Q1 | $1.79M | Buy |
22,924
+657
| +3% | +$51.3K | 0.74% | 22 |
|
|
2021
Q4 | $1.81M | Sell |
22,267
-2,035
| -8% | -$165K | 0.82% | 23 |
|
|
2021
Q3 | $2M | Buy |
24,302
+1,219
| +5% | +$100K | 1.1% | 16 |
|
|
2021
Q2 | $1.91M | Buy |
23,083
+4,908
| +27% | +$406K | 1.1% | 16 |
|
|
2021
Q1 | $1.5M | Buy |
18,175
+6,622
| +57% | +$546K | 0.99% | 15 |
|
|
2020
Q4 | $962K | Buy |
+11,553
| New | +$962K | 0.68% | 25 |
|