MSWM
McGlone Suttner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,598
| Closed | -$124K | – | 768 |
|
|
2023
Q4 | $124K | Buy |
+1,598
| New | +$124K | 0.02% | 192 |
|
|
2023
Q3 | – | Sell |
-277,885
| Closed | -$21M | – | 156 |
|
|
2023
Q2 | $21M | Buy |
277,885
+4,303
| +2% | +$326K | 4.8% | 5 |
|
|
2023
Q1 | $20.9M | Buy |
273,582
+53,690
| +24% | +$4.09M | 5.36% | 5 |
|
|
2022
Q4 | $16.5M | Buy |
+219,892
| New | +$16.5M | 5.25% | 5 |
|