MBFW
Morton Brown Family Wealth’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 | $4.14M | Buy |
52,016
+1,940
| +4% | +$154K | 1.26% | 14 |
|
|
2025
Q1 | $3.95M | Buy |
50,076
+3,770
| +8% | +$298K | 1.34% | 14 |
|
|
2024
Q4 | $3.61M | Buy |
46,306
+4,259
| +10% | +$332K | 1.26% | 14 |
|
|
2024
Q3 | $3.34M | Sell |
42,047
-1,640
| -4% | -$130K | 1.19% | 15 |
|
|
2024
Q2 | $3.4M | Sell |
43,687
-238
| -0.5% | -$18.5K | 1.34% | 14 |
|
|
2024
Q1 | $3.4M | Buy |
43,925
+5,058
| +13% | +$391K | 1.4% | 13 |
|
|
2023
Q4 | $3.01M | Buy |
38,867
+5,687
| +17% | +$440K | 1.32% | 14 |
|
|
2023
Q3 | $2.49M | Buy |
33,180
+1,593
| +5% | +$120K | 1.27% | 15 |
|
|
2023
Q2 | $2.39M | Buy |
31,587
+3,044
| +11% | +$230K | 1.28% | 18 |
|
|
2023
Q1 | $2.18M | Buy |
28,543
+8,764
| +44% | +$668K | 1.3% | 17 |
|
|
2022
Q4 | $1.49M | Buy |
19,779
+5,024
| +34% | +$378K | 1.01% | 18 |
|
|
2022
Q3 | $1.1M | Buy |
14,755
+149
| +1% | +$11.1K | 0.87% | 21 |
|
|
2022
Q2 | $1.11M | Buy |
14,606
+1,922
| +15% | +$147K | 0.86% | 21 |
|
|
2022
Q1 | $990K | Buy |
12,684
+2,277
| +22% | +$178K | 0.75% | 21 |
|
|
2021
Q4 | $845K | Buy |
+10,407
| New | +$845K | 0.65% | 24 |
|