PWM
Power 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 | $995K | Sell |
12,518
-475
| -4% | -$37.8K | 0.38% | 48 |
|
2025
Q1 | $1.03M | Sell |
12,993
-2,106
| -14% | -$166K | 0.42% | 41 |
|
2024
Q4 | $1.18M | Buy |
15,099
+49
| +0.3% | +$3.82K | 0.49% | 40 |
|
2024
Q3 | $1.2M | Sell |
15,050
-589
| -4% | -$46.8K | 0.51% | 41 |
|
2024
Q2 | $1.21M | Buy |
15,639
+3,758
| +32% | +$290K | 0.58% | 40 |
|
2024
Q1 | $919K | Sell |
11,881
-218
| -2% | -$16.9K | 0.58% | 36 |
|
2023
Q4 | $936K | Buy |
+12,099
| New | +$936K | 0.65% | 31 |
|