OWP
Obermeyer Wealth Partners’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 | $10.2M | Sell |
128,762
-592
| -0.5% | -$47.1K | 0.51% | 43 |
|
|
2025
Q1 | $10.2M | Buy |
129,354
+17,430
| +16% | +$1.38M | 0.54% | 42 |
|
|
2024
Q4 | $8.73M | Buy |
111,924
+12,848
| +13% | +$1M | 0.45% | 44 |
|
|
2024
Q3 | $7.87M | Sell |
99,076
-2,780
| -3% | -$221K | 0.42% | 45 |
|
|
2024
Q2 | $7.87M | Sell |
101,856
-5,263
| -5% | -$407K | 0.45% | 41 |
|
|
2024
Q1 | $8.28M | Sell |
107,119
-2,963
| -3% | -$229K | 0.49% | 39 |
|
|
2023
Q4 | $8.52M | Sell |
110,082
-7,126
| -6% | -$551K | 0.58% | 37 |
|
|
2023
Q3 | $8.81M | Sell |
117,208
-3,123
| -3% | -$235K | 0.65% | 33 |
|
|
2023
Q2 | $9.1M | Sell |
120,331
-592
| -0.5% | -$44.8K | 0.65% | 34 |
|
|
2023
Q1 | $9.26M | Sell |
120,923
-17,242
| -12% | -$1.32M | 0.69% | 35 |
|
|
2022
Q4 | $10.4M | Sell |
138,165
-22,959
| -14% | -$1.73M | 0.79% | 35 |
|
|
2022
Q3 | $12M | Sell |
161,124
-24,980
| -13% | -$1.86M | 0.97% | 34 |
|
|
2022
Q2 | $14.2M | Sell |
186,104
-21,343
| -10% | -$1.63M | 1.04% | 31 |
|
|
2022
Q1 | $16.2M | Sell |
207,447
-23,781
| -10% | -$1.86M | 0.97% | 35 |
|
|
2021
Q4 | $18.8M | Buy |
231,228
+5,505
| +2% | +$447K | 1.01% | 32 |
|
|
2021
Q3 | $18.6M | Buy |
225,723
+92,682
| +70% | +$7.64M | 1.03% | 33 |
|
|
2021
Q2 | $11M | Buy |
133,041
+94,790
| +248% | +$7.84M | 0.61% | 38 |
|
|
2021
Q1 | $3.16M | Buy |
38,251
+35,701
| +1,400% | +$2.95M | 0.19% | 46 |
|
|
2020
Q4 | $212K | Buy |
+2,550
| New | +$212K | 0.01% | 148 |
|