MIA
Milestone Investment Advisors’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 | $8.68M | Buy |
109,203
+7,599
| +7% | +$604K | 2.26% | 16 |
|
|
2025
Q1 | $8.02M | Buy |
101,604
+2,934
| +3% | +$232K | 2.23% | 14 |
|
|
2024
Q4 | $7.7M | Buy |
98,670
+6,856
| +7% | +$535K | 2.09% | 15 |
|
|
2024
Q3 | $7.29M | Sell |
91,814
-2,576
| -3% | -$205K | 2.04% | 15 |
|
|
2024
Q2 | $7.29M | Sell |
94,390
-74
| -0.1% | -$5.72K | 1.94% | 18 |
|
|
2024
Q1 | $7.3M | Sell |
94,464
-168
| -0.2% | -$13K | 1.97% | 17 |
|
|
2023
Q4 | $7.32M | Sell |
94,632
-5,584
| -6% | -$432K | 2.13% | 17 |
|
|
2023
Q3 | $7.53M | Sell |
100,216
-646
| -0.6% | -$48.5K | 2.14% | 15 |
|
|
2023
Q2 | $7.63M | Sell |
100,862
-413
| -0.4% | -$31.2K | 2.36% | 14 |
|
|
2023
Q1 | $7.72M | Buy |
101,275
+2,362
| +2% | +$180K | 2.38% | 14 |
|
|
2022
Q4 | $7.44M | Buy |
+98,913
| New | +$7.44M | 2.61% | 12 |
|