Marcum Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,610	Closed	-$202K	–	409
2024 Q1	$202K	Buy	+2,610	New	+$201K	0.02%	345
2023 Q4	–	Sell	-2,735	Closed	-$206K	–	399
2023 Q3	$206K	Sell	2,735 -99	-3%	-$7.47K	0.02%	313
2023 Q2	$214K	Sell	2,834 -318	-10%	-$24.2K	0.03%	321
2023 Q1	$240K	Sell	3,152 -204	-6%	-$15.4K	0.03%	292
2022 Q4	$252K	Sell	3,356 -5,247	-61%	-$392K	0.03%	271
2022 Q3	$639K	Buy	8,603 +4,384	+104%	+$334K	0.1%	132
2022 Q2	$322K	Sell	4,219 -12	-0.3%	-$922	0.05%	222
2022 Q1	$330K	Hold	4,231	–	–	0.05%	229
2021 Q4	$344K	Sell	4,231 -42	-1%	-$3.43K	0.05%	225
2021 Q3	$352K	Buy	4,273 +325	+8%	+$26.9K	0.06%	213
2021 Q2	$327K	Hold	3,948	–	–	0.05%	211
2021 Q1	$326K	Buy	+3,948	New	+$327K	0.05%	209