NIWA
New Insight 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 | $1.13M | Buy |
14,265
+10,252
| +255% | +$815K | 0.47% | 39 |
|
|
2025
Q1 | $317K | Buy |
4,013
+395
| +11% | +$31.2K | 0.14% | 76 |
|
|
2024
Q4 | $282K | Buy |
3,618
+375
| +12% | +$29.3K | 0.14% | 71 |
|
|
2024
Q3 | $258K | Sell |
3,243
-100
| -3% | -$7.94K | 0.14% | 76 |
|
|
2024
Q2 | $258K | Sell |
3,343
-1,430
| -30% | -$111K | 0.15% | 67 |
|
|
2024
Q1 | $369K | Buy |
4,773
+1,625
| +52% | +$126K | 0.23% | 51 |
|
|
2023
Q4 | $244K | Buy |
+3,148
| New | +$244K | 0.16% | 69 |
|