MGWM
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Marks Group Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Marks Group Wealth Management’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,182
Closed -$246K – 305
2024
Q1 		$246K Hold
3,182
– – 0.03% 279
2023
Q4 		$246K Hold
3,182
– – 0.03% 273
2023
Q3 		$239K Buy
3,182
+450
+16% +$34K 0.03% 261
2023
Q2 		$207K Buy
+2,732
New +$208K 0.02% 269
2022
Q4 		– Sell
-2,867
Closed -$213K – 294
2022
Q3 		$213K Sell
2,867
-297
-9% -$22.6K 0.03% 255
2022
Q2 		$241K Buy
3,164
+432
+16% +$33.2K 0.03% 264
2022
Q1 		$213K Buy
+2,732
New +$217K 0.03% 291

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PP
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JSTA
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Envestnet Asset Management
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Wells Fargo
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Royal Bank of Canada
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B
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UBS Group
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Vanguard Group
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