MWM
Marion 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 | $17.8M | Buy |
224,517
+572
| +0.3% | +$45.5K | 4.47% | 4 |
|
|
2025
Q1 | $17.7M | Buy |
223,945
+5,989
| +3% | +$473K | 4.72% | 3 |
|
|
2024
Q4 | $17M | Buy |
217,956
+5,189
| +2% | +$405K | 4.51% | 3 |
|
|
2024
Q3 | $16.9M | Buy |
212,767
+6,464
| +3% | +$513K | 4.51% | 3 |
|
|
2024
Q2 | $15.9M | Buy |
206,303
+3,985
| +2% | +$308K | 4.68% | 3 |
|
|
2024
Q1 | $15.6M | Buy |
202,318
+2,511
| +1% | +$194K | 4.67% | 3 |
|
|
2023
Q4 | $15.5M | Sell |
199,807
-81,643
| -29% | -$6.32M | 4.94% | 3 |
|
|
2023
Q3 | $21.2M | Buy |
281,450
+5,690
| +2% | +$428K | 7.45% | 2 |
|
|
2023
Q2 | $20.9M | Buy |
275,760
+1,613
| +0.6% | +$122K | 7.41% | 2 |
|
|
2023
Q1 | $20.9M | Buy |
274,147
+56,975
| +26% | +$4.34M | 7.8% | 2 |
|
|
2022
Q4 | $16.3M | Buy |
217,172
+214,273
| +7,391% | +$16.1M | 6.89% | 3 |
|
|
2022
Q3 | $215K | Sell |
2,899
-474
| -14% | -$35.2K | 0.11% | 96 |
|
|
2022
Q2 | $257K | Buy |
3,373
+457
| +16% | +$34.8K | 0.13% | 92 |
|
|
2022
Q1 | $228K | Hold |
2,916
| – | – | 0.11% | 91 |
|
|
2021
Q4 | $237K | Buy |
+2,916
| New | +$237K | 0.11% | 93 |
|