SWM
Sagace 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 | $5.3M | Sell |
66,649
-351
| -0.5% | -$27.9K | 3.96% | 5 |
|
|
2025
Q1 | $5.29M | Sell |
67,000
-625
| -0.9% | -$49.3K | 3.99% | 5 |
|
|
2024
Q4 | $5.28M | Buy |
67,625
+42,462
| +169% | +$3.31M | 3.94% | 6 |
|
|
2024
Q3 | $1.98M | Buy |
25,163
+2,521
| +11% | +$199K | 1.53% | 23 |
|
|
2024
Q2 | $1.76M | Buy |
+22,642
| New | +$1.76M | 1.72% | 21 |
|