MWM
MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-581
| Closed | -$43.7K | – | 624 |
|
|
2022
Q4 | $43.7K | Buy |
+581
| New | +$43.7K | 0.02% | 199 |
|
|
2022
Q2 | – | Sell |
-127,577
| Closed | -$9.96M | – | 99 |
|
|
2022
Q1 | $9.96M | Sell |
127,577
-73,905
| -37% | -$5.77M | 3.19% | 8 |
|
|
2021
Q4 | $16.4M | Buy |
201,482
+39,063
| +24% | +$3.17M | 4.98% | 2 |
|
|
2021
Q3 | $13.4M | Buy |
162,419
+16,625
| +11% | +$1.37M | 4.5% | 6 |
|
|
2021
Q2 | $12.1M | Buy |
145,794
+3,935
| +3% | +$325K | 4.23% | 6 |
|
|
2021
Q1 | $11.7M | Buy |
141,859
+39,627
| +39% | +$3.27M | 4.37% | 4 |
|
|
2020
Q4 | $8.51M | Buy |
102,232
+30,745
| +43% | +$2.56M | 3.47% | 12 |
|
|
2020
Q3 | $5.92M | Buy |
71,487
+1,018
| +1% | +$84.3K | 2.79% | 14 |
|
|
2020
Q2 | $5.83M | Buy |
+70,469
| New | +$5.83M | 3.22% | 9 |
|
|
2020
Q1 | – | Sell |
-69,594
| Closed | -$5.64M | – | 120 |
|
|
2019
Q4 | $5.64M | Buy |
69,594
+1,288
| +2% | +$104K | 3.14% | 12 |
|
|
2019
Q3 | $5.54M | Buy |
68,306
+2,259
| +3% | +$183K | 3.75% | 8 |
|
|
2019
Q2 | $5.32M | Buy |
66,047
+4,070
| +7% | +$328K | 3.72% | 12 |
|
|
2019
Q1 | $4.92M | Buy |
+61,977
| New | +$4.92M | 3.69% | 12 |
|
|
2018
Q4 | – | Sell |
-61,772
| Closed | -$4.82M | – | 499 |
|
|
2018
Q3 | $4.82M | Sell |
61,772
-716
| -1% | -$55.9K | 3.18% | 15 |
|
|
2018
Q2 | $4.87M | Sell |
62,488
-802
| -1% | -$62.5K | 3.47% | 13 |
|
|
2018
Q1 | $4.96M | Buy |
63,290
+4,756
| +8% | +$373K | 3.87% | 11 |
|
|
2017
Q4 | $4.64M | Buy |
58,534
+4,253
| +8% | +$337K | 3.62% | 13 |
|
|
2017
Q3 | $4.35M | Buy |
54,281
+158
| +0.3% | +$12.7K | 3.61% | 11 |
|
|
2017
Q2 | $4.33M | Buy |
54,123
+1,368
| +3% | +$109K | 3.76% | 10 |
|
|
2017
Q1 | $4.21M | Buy |
52,755
+2,590
| +5% | +$206K | 3.79% | 6 |
|
|
2016
Q4 | $3.98M | Sell |
50,165
-795
| -2% | -$63.1K | 3.72% | 6 |
|
|
2016
Q3 | $4.1M | Buy |
50,960
+289
| +0.6% | +$23.3K | 3.85% | 6 |
|
|
2016
Q2 | $4.1M | Buy |
50,671
+233
| +0.5% | +$18.8K | 3.87% | 6 |
|
|
2016
Q1 | $4.04M | Buy |
50,438
+3,366
| +7% | +$269K | 3.9% | 6 |
|
|
2015
Q4 | $3.77M | Buy |
+47,072
| New | +$3.77M | 3.51% | 9 |
|