RWA
Roberts Wealth Advisors’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 | $258K | Sell |
3,244
-5,834
| -64% | -$464K | 0.07% | 90 |
|
|
2025
Q1 | $717K | Sell |
9,078
-1,255
| -12% | -$99.1K | 0.22% | 70 |
|
|
2024
Q4 | $807K | Sell |
10,333
-10,304
| -50% | -$804K | 0.25% | 67 |
|
|
2024
Q3 | $1.62M | Sell |
20,637
-1,721
| -8% | -$135K | 0.53% | 55 |
|
|
2024
Q2 | $1.73M | Sell |
22,358
-30,051
| -57% | -$2.33M | 0.59% | 51 |
|
|
2024
Q1 | $4.01M | Sell |
52,409
-3,812
| -7% | -$291K | 1.5% | 23 |
|
|
2023
Q4 | $13.1M | Sell |
56,221
-500
| -0.9% | -$116K | 2.03% | 17 |
|
|
2023
Q3 | $4.25M | Sell |
56,721
-35,694
| -39% | -$2.67M | 1.87% | 13 |
|
|
2023
Q2 | $6.99M | Buy |
92,415
+1,422
| +2% | +$108K | 3.07% | 7 |
|
|
2023
Q1 | $6.95M | Sell |
90,993
-587
| -0.6% | -$44.9K | 3.19% | 7 |
|
|
2022
Q4 | $6.89M | Sell |
91,580
-27,044
| -23% | -$2.04M | 3.33% | 6 |
|
|
2022
Q3 | $8.83M | Buy |
118,624
+3,417
| +3% | +$254K | 4.34% | 4 |
|
|
2022
Q2 | $8.79M | Buy |
115,207
+714
| +0.6% | +$54.5K | 3.83% | 6 |
|
|
2022
Q1 | $8.91M | Sell |
114,493
-184
| -0.2% | -$14.3K | 3.49% | 7 |
|
|
2021
Q4 | $9.31M | Buy |
114,677
+849
| +0.7% | +$68.9K | 3.35% | 8 |
|
|
2021
Q3 | $9.38M | Buy |
+113,828
| New | +$9.38M | 3.71% | 7 |
|