MWP
Meredith Wealth Planning’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 | $929K | Sell |
11,689
-4,371
| -27% | -$347K | 0.34% | 31 |
|
2025
Q1 | $1.27M | Sell |
16,060
-895
| -5% | -$70.7K | 0.56% | 24 |
|
2024
Q4 | $1.32M | Sell |
16,955
-2,126
| -11% | -$166K | 0.59% | 24 |
|
2024
Q3 | $1.52M | Sell |
19,081
-1,112
| -6% | -$88.3K | 0.72% | 19 |
|
2024
Q2 | $1.56M | Sell |
20,193
-959
| -5% | -$74.1K | 0.82% | 19 |
|
2024
Q1 | $1.64M | Sell |
21,152
-2,389
| -10% | -$185K | 0.91% | 16 |
|
2023
Q4 | $1.82M | Buy |
23,541
+135
| +0.6% | +$10.4K | 1.13% | 12 |
|
2023
Q3 | $1.76M | Sell |
23,406
-531
| -2% | -$39.9K | 1.31% | 10 |
|
2023
Q2 | $1.81M | Sell |
23,937
-1,272
| -5% | -$96.2K | 1.47% | 10 |
|
2023
Q1 | $1.92M | Sell |
25,209
-3,285
| -12% | -$250K | 1.55% | 10 |
|
2022
Q4 | $2.14M | Buy |
+28,494
| New | +$2.14M | 1.85% | 9 |
|