MGIA
Moneta Group 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 | $259K | Buy |
+3,261
| New | +$259K | ﹤0.01% | 601 |
|
|
2023
Q1 | – | Sell |
-3,161
| Closed | -$241K | – | 554 |
|
|
2022
Q4 | $241K | Sell |
3,161
-676
| -18% | -$51.6K | 0.01% | 403 |
|
|
2022
Q3 | $285K | Sell |
3,837
-44
| -1% | -$3.27K | 0.01% | 361 |
|
|
2022
Q2 | $296K | Sell |
3,881
-5,032
| -56% | -$384K | 0.01% | 389 |
|
|
2022
Q1 | $696K | Sell |
8,913
-4,095
| -31% | -$320K | 0.03% | 250 |
|
|
2021
Q4 | $1.06M | Buy |
13,008
+2,839
| +28% | +$231K | 0.04% | 196 |
|
|
2021
Q3 | $838K | Sell |
10,169
-229
| -2% | -$18.9K | 0.04% | 215 |
|
|
2021
Q2 | $860K | Buy |
10,398
+725
| +7% | +$60K | 0.04% | 214 |
|
|
2021
Q1 | $798K | Buy |
+9,673
| New | +$798K | 0.04% | 198 |
|
|
2020
Q4 | – | Sell |
-2,498
| Closed | -$207K | – | 324 |
|
|
2020
Q3 | $207K | Sell |
2,498
-1,143
| -31% | -$94.7K | 0.02% | 254 |
|
|
2020
Q2 | $301K | Sell |
3,641
-961
| -21% | -$79.4K | 0.03% | 210 |
|
|
2020
Q1 | $364K | Buy |
4,602
+23
| +0.5% | +$1.82K | 0.04% | 181 |
|
|
2019
Q4 | $371K | Sell |
4,579
-134
| -3% | -$10.9K | 0.03% | 195 |
|
|
2019
Q3 | $382K | Buy |
+4,713
| New | +$382K | 0.04% | 187 |
|
|
2017
Q1 | – | Sell |
-6,452
| Closed | -$512K | – | 174 |
|
|
2016
Q4 | $512K | Buy |
+6,452
| New | +$512K | 0.1% | 86 |
|