LGWM
Litman Gregory 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 |
-3,355
| Closed | -$262K | – | 143 |
|
|
2024
Q4 | $262K | Sell |
3,355
-18,278
| -84% | -$1.43M | 0.02% | 117 |
|
|
2024
Q3 | $1.72M | Sell |
21,633
-8,829
| -29% | -$701K | 0.14% | 57 |
|
|
2024
Q2 | $2.35M | Sell |
30,462
-18,316
| -38% | -$1.42M | 0.21% | 49 |
|
|
2024
Q1 | $3.77M | Sell |
48,778
-25,717
| -35% | -$1.99M | 0.34% | 47 |
|
|
2023
Q4 | $5.76M | Buy |
74,495
+3,018
| +4% | +$234K | 0.55% | 40 |
|
|
2023
Q3 | $5.37M | Buy |
71,477
+93
| +0.1% | +$6.99K | 0.55% | 39 |
|
|
2023
Q2 | $5.4M | Buy |
+71,384
| New | +$5.4M | 0.67% | 24 |
|
|
2023
Q1 | – | Sell |
-67,890
| Closed | -$5.1M | – | 96 |
|
|
2022
Q4 | $5.1M | Buy |
67,890
+52,610
| +344% | +$3.96M | 0.71% | 25 |
|
|
2022
Q3 | $1.14M | Sell |
15,280
-71,506
| -82% | -$5.31M | 0.18% | 38 |
|
|
2022
Q2 | $6.62M | Buy |
+86,786
| New | +$6.62M | 0.97% | 20 |
|
|
2018
Q1 | – | Sell |
-3,035
| Closed | -$241 | – | 173 |
|
|
2017
Q4 | $241 | Hold |
3,035
| – | – | 0.07% | 28 |
|
|
2017
Q3 | $243K | Hold |
3,035
| – | – | 0.12% | 28 |
|
|
2017
Q2 | $243K | Hold |
3,035
| – | – | 0.14% | 24 |
|
|
2017
Q1 | $242K | Hold |
3,035
| – | – | 0.15% | 26 |
|
|
2016
Q4 | $241K | Hold |
3,035
| – | – | 0.16% | 22 |
|
|
2016
Q3 | $244K | Hold |
3,035
| – | – | 0.18% | 21 |
|
|
2016
Q2 | $245K | Hold |
3,035
| – | – | 0.19% | 20 |
|
|
2016
Q1 | $243K | Hold |
3,035
| – | – | 0.19% | 21 |
|
|
2015
Q4 | $240K | Buy |
+3,035
| New | +$240K | 0.17% | 23 |
|