LWA
Lowe Wealth 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 | $13.1M | Buy |
164,563
+9,348
| +6% | +$743K | 5.11% | 4 |
|
|
2025
Q1 | $12.3M | Buy |
155,215
+2,973
| +2% | +$235K | 5.21% | 4 |
|
|
2024
Q4 | $11.9M | Sell |
152,242
-3,080
| -2% | -$240K | 5.06% | 4 |
|
|
2024
Q3 | $12.3M | Buy |
155,322
+5,874
| +4% | +$467K | 5.31% | 4 |
|
|
2024
Q2 | $11.5M | Sell |
149,448
-3,638
| -2% | -$281K | 5.26% | 4 |
|
|
2024
Q1 | $11.8M | Sell |
153,086
-511
| -0.3% | -$39.5K | 5.51% | 4 |
|
|
2023
Q4 | $11.9M | Buy |
153,597
+1,129
| +0.7% | +$87.4K | 5.88% | 4 |
|
|
2023
Q3 | $11.5M | Sell |
152,468
-483
| -0.3% | -$36.3K | 6.09% | 4 |
|
|
2023
Q2 | $11.6M | Sell |
152,951
-1,546
| -1% | -$117K | 5.87% | 4 |
|
|
2023
Q1 | $11.8M | Sell |
154,497
-2,518
| -2% | -$192K | 6.34% | 4 |
|
|
2022
Q4 | $11.8M | Sell |
157,015
-1,077
| -0.7% | -$81K | 6.52% | 4 |
|
|
2022
Q3 | $11.7M | Sell |
158,092
-1,679
| -1% | -$125K | 6.91% | 4 |
|
|
2022
Q2 | $12.2M | Sell |
159,771
-188
| -0.1% | -$14.3K | 6.65% | 5 |
|
|
2022
Q1 | $12.5M | Buy |
159,959
+2,960
| +2% | +$231K | 5.65% | 5 |
|
|
2021
Q4 | $12.8M | Buy |
156,999
+3,259
| +2% | +$265K | 5.61% | 5 |
|
|
2021
Q3 | $12.7M | Buy |
153,740
+2,956
| +2% | +$244K | 6.01% | 5 |
|
|
2021
Q2 | $12.5M | Buy |
150,784
+3,997
| +3% | +$331K | 5.97% | 5 |
|
|
2021
Q1 | $12.1M | Buy |
146,787
+2,616
| +2% | +$216K | 6.09% | 5 |
|
|
2020
Q4 | $12M | Buy |
144,171
+8,216
| +6% | +$684K | 6.1% | 5 |
|
|
2020
Q3 | $11.3M | Buy |
135,955
+6,965
| +5% | +$577K | 6.25% | 5 |
|
|
2020
Q2 | $10.7M | Buy |
128,990
+5,059
| +4% | +$418K | 6.28% | 5 |
|
|
2020
Q1 | $9.8M | Buy |
123,931
+3,555
| +3% | +$281K | 6.9% | 5 |
|
|
2019
Q4 | $9.75M | Buy |
120,376
+6,641
| +6% | +$538K | 5.42% | 5 |
|
|
2019
Q3 | $9.22M | Buy |
113,735
+1,625
| +1% | +$132K | 5.51% | 5 |
|
|
2019
Q2 | $9.05M | Buy |
112,110
+1,904
| +2% | +$154K | 5.43% | 5 |
|
|
2019
Q1 | $8.79M | Buy |
110,206
+604
| +0.6% | +$48.2K | 5.32% | 4 |
|
|
2018
Q4 | $8.54M | Buy |
109,602
+939
| +0.9% | +$73.2K | 5.84% | 4 |
|
|
2018
Q3 | $8.49M | Buy |
108,663
+3,056
| +3% | +$239K | 5.02% | 4 |
|
|
2018
Q2 | $8.25M | Buy |
105,607
+986
| +0.9% | +$77K | 5.12% | 4 |
|
|
2018
Q1 | $8.21M | Buy |
104,621
+3,612
| +4% | +$283K | 5.15% | 4 |
|
|
2017
Q4 | $8.01M | Buy |
101,009
+1,858
| +2% | +$147K | 4.88% | 4 |
|
|
2017
Q3 | $7.95M | Buy |
99,151
+2,685
| +3% | +$215K | 4.96% | 4 |
|
|
2017
Q2 | $7.72M | Buy |
96,466
+4,129
| +4% | +$330K | 4.92% | 4 |
|
|
2017
Q1 | $7.36M | Buy |
92,337
+3,499
| +4% | +$279K | 4.84% | 4 |
|
|
2016
Q4 | $7.05M | Buy |
88,838
+695
| +0.8% | +$55.2K | 4.82% | 5 |
|
|
2016
Q3 | $7.1M | Sell |
88,143
-316
| -0.4% | -$25.5K | 4.81% | 5 |
|
|
2016
Q2 | $7.15M | Buy |
88,459
+603
| +0.7% | +$48.7K | 4.81% | 4 |
|
|
2016
Q1 | $7.03M | Buy |
87,856
+2,197
| +3% | +$176K | 4.83% | 5 |
|
|
2015
Q4 | $6.77M | Buy |
85,659
+3,698
| +5% | +$292K | 4.6% | 6 |
|
|
2015
Q3 | $6.53M | Buy |
81,961
+401
| +0.5% | +$32K | 4.95% | 6 |
|
|
2015
Q2 | $6.49M | Buy |
81,560
+7,078
| +10% | +$563K | 4.4% | 6 |
|
|
2015
Q1 | $5.97M | Buy |
74,482
+3,447
| +5% | +$276K | 4.06% | 9 |
|
|
2014
Q4 | $5.66M | Buy |
+71,035
| New | +$5.66M | 4.05% | 9 |
|