QWM
Quaker 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 | $29.2M | Buy |
+366,743
| New | +$29.2M | 9.76% | 2 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 807 |
|
|
2024
Q3 | $28M | Buy |
+352,582
| New | +$28M | 10.26% | 2 |
|
|
2024
Q1 | $26.2M | Buy |
338,454
+10,789
| +3% | +$834K | 10.59% | 2 |
|
|
2023
Q4 | $25.4M | Sell |
327,665
-2,221
| -0.7% | -$172K | 11.41% | 1 |
|
|
2023
Q3 | $24.8M | Sell |
329,886
-15,352
| -4% | -$1.15M | 12.08% | 1 |
|
|
2023
Q2 | $26.1M | Buy |
345,238
+3,257
| +1% | +$246K | 11.8% | 1 |
|
|
2023
Q1 | $26.1M | Sell |
341,981
-43,388
| -11% | -$3.31M | 12.17% | 1 |
|
|
2022
Q4 | $29M | Sell |
385,369
-6,882
| -2% | -$517K | 14.7% | 1 |
|
|
2022
Q3 | $29.1M | Sell |
392,251
-248,595
| -39% | -$18.5M | 15.24% | 1 |
|
|
2022
Q2 | $48.9M | Buy |
640,846
+180,681
| +39% | +$13.8M | 24.67% | 1 |
|
|
2022
Q1 | $35.9M | Sell |
460,165
-3,033
| -0.7% | -$237K | 15.59% | 1 |
|
|
2021
Q4 | $37.6M | Buy |
463,198
+141,751
| +44% | +$11.5M | 16% | 1 |
|
|
2021
Q3 | $26.5M | Buy |
+321,447
| New | +$26.5M | 30.39% | 1 |
|
|
2021
Q1 | $30.6M | Sell |
371,248
-24,146
| -6% | -$1.99M | 14.2% | 1 |
|
|
2020
Q4 | $32.9M | Buy |
395,394
+4,051
| +1% | +$337K | 17.27% | 1 |
|
|
2020
Q3 | $32.4M | Buy |
391,343
+82,856
| +27% | +$6.86M | 17.42% | 1 |
|
|
2020
Q2 | $25.5M | Buy |
308,487
+34,590
| +13% | +$2.86M | 15.22% | 1 |
|
|
2020
Q1 | $21.7M | Buy |
273,897
+21,052
| +8% | +$1.67M | 15.4% | 2 |
|
|
2019
Q4 | $20.5M | Buy |
+252,845
| New | +$20.5M | 12.18% | 2 |
|