RWIA
Roger Wittlin Investment Advisory’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 | $214K | Buy |
2,695
+29
| +1% | +$2.31K | 0.12% | 42 |
|
|
2025
Q1 | $210K | Sell |
2,666
-44
| -2% | -$3.47K | 0.12% | 42 |
|
|
2024
Q4 | $211K | Buy |
2,710
+37
| +1% | +$2.89K | 0.12% | 41 |
|
|
2024
Q3 | $212K | Buy |
2,673
+27
| +1% | +$2.14K | 0.12% | 49 |
|
|
2024
Q2 | $204K | Buy |
2,646
+26
| +1% | +$2.01K | 0.13% | 47 |
|
|
2024
Q1 | $203K | Buy |
2,620
+16
| +0.6% | +$1.24K | 0.14% | 45 |
|
|
2023
Q4 | $202K | Buy |
+2,604
| New | +$202K | 0.15% | 40 |
|
|
2023
Q3 | – | Sell |
-6,511
| Closed | -$493K | – | 42 |
|
|
2023
Q2 | $493K | Buy |
6,511
+49
| +0.8% | +$3.71K | 0.4% | 34 |
|
|
2023
Q1 | $493K | Buy |
6,462
+3
| +0% | +$229 | 0.44% | 32 |
|
|
2022
Q4 | $486K | Buy |
+6,459
| New | +$486K | 0.48% | 33 |
|
|
2022
Q3 | – | Sell |
-6,459
| Closed | -$492K | – | 26 |
|
|
2022
Q2 | $492K | Buy |
+6,459
| New | +$492K | 0.49% | 23 |
|