MWM
MBE 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 | $1.89M | Buy |
23,827
+6
| +0% | +$477 | 0.82% | 24 |
|
|
2025
Q1 | $1.88M | Buy |
23,821
+4
| +0% | +$316 | 0.9% | 21 |
|
|
2024
Q4 | $1.86M | Buy |
23,817
+7
| +0% | +$546 | 1.05% | 17 |
|
|
2024
Q3 | $1.89M | Buy |
23,810
+2,273
| +11% | +$181K | 1.04% | 14 |
|
|
2024
Q2 | $1.66M | Sell |
21,537
-35
| -0.2% | -$2.71K | 1.01% | 15 |
|
|
2024
Q1 | $1.67M | Buy |
21,572
+40
| +0.2% | +$3.09K | 1.03% | 15 |
|
|
2023
Q4 | $1.67M | Hold |
21,532
| – | – | 0.85% | 14 |
|
|
2023
Q3 | $1.62M | Sell |
21,532
-110
| -0.5% | -$8.27K | 0.93% | 13 |
|
|
2023
Q2 | $1.64M | Sell |
21,642
-70
| -0.3% | -$5.3K | 0.88% | 16 |
|
|
2023
Q1 | $1.66M | Sell |
21,712
-466
| -2% | -$35.5K | 0.97% | 15 |
|
|
2022
Q4 | $1.67M | Hold |
22,178
| – | – | 1.08% | 12 |
|
|
2022
Q3 | $1.65M | Sell |
22,178
-1,189
| -5% | -$88.3K | 1.2% | 11 |
|
|
2022
Q2 | $1.78M | Hold |
23,367
| – | – | 1.24% | 11 |
|
|
2022
Q1 | $1.83M | Buy |
23,367
+1,480
| +7% | +$116K | 1.09% | 12 |
|
|
2021
Q4 | $1.78M | Sell |
21,887
-39
| -0.2% | -$3.17K | 0.91% | 12 |
|
|
2021
Q3 | $1.81M | Sell |
21,926
-94
| -0.4% | -$7.75K | 0.92% | 11 |
|
|
2021
Q2 | $1.82M | Sell |
22,020
-2,099
| -9% | -$174K | 0.94% | 12 |
|
|
2021
Q1 | $1.99M | Sell |
24,119
-1,084
| -4% | -$89.4K | 1.08% | 16 |
|
|
2020
Q4 | $2.1M | Buy |
25,203
+3,819
| +18% | +$318K | 1.42% | 13 |
|
|
2020
Q3 | $1.77M | Hold |
21,384
| – | – | 1.48% | 14 |
|
|
2020
Q2 | $1.77M | Sell |
21,384
-796
| -4% | -$65.8K | 1.49% | 14 |
|
|
2020
Q1 | $1.75M | Buy |
22,180
+1,359
| +7% | +$107K | 1.67% | 11 |
|
|
2019
Q4 | $1.69M | Buy |
+20,821
| New | +$1.69M | 1.69% | 12 |
|