SWA
Sax 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 | $788K | Sell |
9,916
-1,769
| -15% | -$141K | 0.05% | 198 |
|
|
2025
Q1 | $922K | Buy |
11,685
+6,839
| +141% | +$540K | 0.07% | 150 |
|
|
2024
Q4 | $378K | Buy |
4,846
+1,982
| +69% | +$155K | 0.03% | 233 |
|
|
2024
Q3 | $227K | Hold |
2,864
| – | – | 0.02% | 260 |
|
|
2024
Q2 | $221K | Sell |
2,864
-18,971
| -87% | -$1.47M | 0.02% | 252 |
|
|
2024
Q1 | $1.69M | Sell |
21,835
-8,656
| -28% | -$669K | 0.2% | 52 |
|
|
2023
Q4 | $2.36M | Sell |
30,491
-6,274
| -17% | -$485K | 0.38% | 48 |
|
|
2023
Q3 | $2.76M | Sell |
36,765
-3,055
| -8% | -$230K | 0.54% | 36 |
|
|
2023
Q2 | $3.01M | Sell |
39,820
-6,326
| -14% | -$479K | 0.6% | 36 |
|
|
2023
Q1 | $3.52M | Sell |
46,146
-5,043
| -10% | -$384K | 0.76% | 28 |
|
|
2022
Q4 | $3.85M | Sell |
51,189
-5,091
| -9% | -$383K | 0.89% | 25 |
|
|
2022
Q3 | $4.18M | Sell |
56,280
-10,040
| -15% | -$746K | 1.08% | 20 |
|
|
2022
Q2 | $5.06M | Sell |
66,320
-18,617
| -22% | -$1.42M | 1.29% | 17 |
|
|
2022
Q1 | $6.63M | Sell |
84,937
-8,480
| -9% | -$662K | 1.6% | 15 |
|
|
2021
Q4 | $7.59M | Buy |
93,417
+6,506
| +7% | +$529K | 1.58% | 14 |
|
|
2021
Q3 | $7.16M | Buy |
86,911
+484
| +0.6% | +$39.9K | 1.7% | 14 |
|
|
2021
Q2 | $7.15M | Buy |
86,427
+11,383
| +15% | +$941K | 2.45% | 10 |
|
|
2021
Q1 | $6.19M | Buy |
75,044
+19,480
| +35% | +$1.61M | 2.26% | 10 |
|
|
2020
Q4 | $4.63M | Buy |
+55,564
| New | +$4.63M | 2.13% | 10 |
|