LWM
Luminvest 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 | $7.56M | Sell |
93,322
-1,398
| -1% | -$113K | 2.71% | 9 |
|
|
2025
Q1 | $7.48M | Buy |
94,720
+834
| +0.9% | +$65.8K | 3.08% | 8 |
|
|
2024
Q4 | $7.32M | Buy |
93,886
+3,673
| +4% | +$287K | 2.96% | 9 |
|
|
2024
Q3 | $7.15M | Buy |
90,213
+26,649
| +42% | +$2.11M | 2.97% | 9 |
|
|
2024
Q2 | $4.96M | Buy |
63,564
+12,930
| +26% | +$1.01M | 2.33% | 9 |
|
|
2024
Q1 | $3.96M | Buy |
50,634
+9,084
| +22% | +$710K | 2.49% | 10 |
|
|
2023
Q4 | $3.24M | Buy |
+41,550
| New | +$3.24M | 2.13% | 10 |
|