NWM
Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
4,850
-293
| -6% | -$23.3K | 0.07% | 123 |
|
|
2025
Q1 | $406K | Sell |
5,143
-857
| -14% | -$67.7K | 0.08% | 107 |
|
|
2024
Q4 | $468K | Sell |
6,000
-998
| -14% | -$77.9K | 0.1% | 97 |
|
|
2024
Q3 | $556K | Sell |
6,998
-4,923
| -41% | -$391K | 0.13% | 91 |
|
|
2024
Q2 | $921K | Sell |
11,921
-3,327
| -22% | -$257K | 0.24% | 73 |
|
|
2024
Q1 | $1.18M | Sell |
15,248
-35,909
| -70% | -$2.78M | 0.32% | 63 |
|
|
2023
Q4 | $3.96M | Sell |
51,157
-14,313
| -22% | -$1.11M | 1.19% | 22 |
|
|
2023
Q3 | $4.92M | Buy |
65,470
+10,916
| +20% | +$820K | 1.77% | 14 |
|
|
2023
Q2 | $4.13M | Buy |
54,554
+980
| +2% | +$74.1K | 1.5% | 20 |
|
|
2023
Q1 | $4.08M | Buy |
53,574
+10,309
| +24% | +$786K | 1.56% | 19 |
|
|
2022
Q4 | $3.25M | Buy |
43,265
+16,030
| +59% | +$1.21M | 1.39% | 22 |
|
|
2022
Q3 | $2.02M | Buy |
27,235
+12,886
| +90% | +$957K | 0.89% | 40 |
|
|
2022
Q2 | $1.09M | Buy |
+14,349
| New | +$1.09M | 0.47% | 55 |
|