MWA
Moser Wealth 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 | $63.6K | Hold |
800
| – | – | 0.03% | 100 |
|
2025
Q1 | $63.2K | Hold |
800
| – | – | 0.03% | 98 |
|
2024
Q4 | $62.4K | Hold |
800
| – | – | 0.03% | 91 |
|
2024
Q3 | $63.5K | Hold |
800
| – | – | 0.03% | 93 |
|
2024
Q2 | $61.8K | Sell |
800
-400
| -33% | -$30.9K | 0.03% | 93 |
|
2024
Q1 | $92.8K | Hold |
1,200
| – | – | 0.05% | 87 |
|
2023
Q4 | $92.8K | Hold |
1,200
| – | – | 0.06% | 83 |
|
2023
Q3 | $90.2K | Hold |
1,200
| – | – | 0.06% | 75 |
|
2023
Q2 | $90.8K | Buy |
+1,200
| New | +$90.8K | 0.06% | 77 |
|
2022
Q4 | $90.2K | Buy |
1,200
+200
| +20% | +$15K | 0.07% | 74 |
|
2022
Q3 | $74K | Buy |
1,000
+675
| +208% | +$50K | 0.06% | 79 |
|
2022
Q2 | $25K | Sell |
325
-490
| -60% | -$37.7K | 0.02% | 99 |
|
2022
Q1 | $64K | Hold |
815
| – | – | 0.04% | 90 |
|
2021
Q4 | $66K | Hold |
815
| – | – | 0.04% | 90 |
|
2021
Q3 | $67K | Sell |
815
-500
| -38% | -$41.1K | 0.04% | 92 |
|
2021
Q2 | $109K | Sell |
1,315
-910
| -41% | -$75.4K | 0.07% | 80 |
|
2021
Q1 | $184K | Hold |
2,225
| – | – | 0.13% | 68 |
|
2020
Q4 | $185K | Hold |
2,225
| – | – | 0.14% | 61 |
|
2020
Q3 | $184K | Buy |
2,225
+150
| +7% | +$12.4K | 0.15% | 58 |
|
2020
Q2 | $172K | Sell |
2,075
-160
| -7% | -$13.3K | 0.16% | 55 |
|
2020
Q1 | $177K | Buy |
2,235
+825
| +59% | +$65.3K | 0.21% | 50 |
|
2019
Q4 | $114K | Buy |
+1,410
| New | +$114K | 0.11% | 65 |
|