RWB
RMR Wealth Builders’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 | $427K | Sell |
5,377
-199
| -4% | -$15.8K | 0.04% | 180 |
|
|
2025
Q1 | $440K | Sell |
5,576
-97
| -2% | -$7.66K | 0.05% | 162 |
|
|
2024
Q4 | $443K | Sell |
5,673
-451,268
| -99% | -$35.2M | 0.05% | 166 |
|
|
2024
Q3 | $36.3M | Buy |
456,941
+50,453
| +12% | +$4.01M | 3.85% | 7 |
|
|
2024
Q2 | $31.4M | Buy |
406,488
+26,314
| +7% | +$2.03M | 3.6% | 8 |
|
|
2024
Q1 | $29.4M | Buy |
380,174
+42,689
| +13% | +$3.3M | 3.55% | 7 |
|
|
2023
Q4 | $26.1M | Sell |
337,485
-10,150
| -3% | -$785K | 3.67% | 7 |
|
|
2023
Q3 | $26.1M | Buy |
347,635
+31,626
| +10% | +$2.38M | 4.17% | 6 |
|
|
2023
Q2 | $23.9M | Buy |
316,009
+17,510
| +6% | +$1.32M | 4.07% | 6 |
|
|
2023
Q1 | $22.8M | Buy |
298,499
+37,897
| +15% | +$2.89M | 4.33% | 6 |
|
|
2022
Q4 | $19.6M | Buy |
260,602
+9,738
| +4% | +$732K | 4.44% | 6 |
|
|
2022
Q3 | $18.6M | Buy |
250,864
+109,955
| +78% | +$8.17M | 4.56% | 6 |
|
|
2022
Q2 | $10.7M | Buy |
140,909
+45,775
| +48% | +$3.49M | 2.68% | 7 |
|
|
2022
Q1 | $7.43M | Buy |
95,134
+14,961
| +19% | +$1.17M | 1.59% | 15 |
|
|
2021
Q4 | $6.52M | Buy |
+80,173
| New | +$6.52M | 1.87% | 13 |
|