SWM
SeaCrest 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 | $330K | Buy |
4,156
+4
| +0.1% | +$318 | 0.04% | 429 |
|
|
2025
Q1 | $328K | Sell |
4,152
-2,560
| -38% | -$202K | 0.04% | 450 |
|
|
2024
Q4 | $524K | Buy |
6,712
+4
| +0.1% | +$312 | 0.06% | 324 |
|
|
2024
Q3 | $533K | Sell |
6,708
-9
| -0.1% | -$715 | 0.06% | 323 |
|
|
2024
Q2 | $519K | Buy |
6,717
+300
| +5% | +$23.2K | 0.06% | 308 |
|
|
2024
Q1 | $496K | Sell |
6,417
-137
| -2% | -$10.6K | 0.06% | 312 |
|
|
2023
Q4 | $505K | Sell |
6,554
-1,193
| -15% | -$91.9K | 0.06% | 308 |
|
|
2023
Q3 | $582K | Buy |
7,747
+105
| +1% | +$7.89K | 0.08% | 273 |
|
|
2023
Q2 | $578K | Buy |
7,642
+3
| +0% | +$227 | 0.07% | 278 |
|
|
2023
Q1 | $582K | Buy |
7,639
+2
| +0% | +$152 | 0.08% | 284 |
|
|
2022
Q4 | $574K | Sell |
7,637
-45
| -0.6% | -$3.38K | 0.08% | 284 |
|
|
2022
Q3 | $571K | Sell |
7,682
-2,486
| -24% | -$185K | 0.09% | 261 |
|
|
2022
Q2 | $775K | Buy |
10,168
+937
| +10% | +$71.4K | 0.1% | 213 |
|
|
2022
Q1 | $721K | Sell |
9,231
-2,662
| -22% | -$208K | 0.08% | 255 |
|
|
2021
Q4 | $966K | Buy |
11,893
+3
| +0% | +$244 | 0.11% | 191 |
|
|
2021
Q3 | $980K | Buy |
11,890
+2,129
| +22% | +$175K | 0.12% | 189 |
|
|
2021
Q2 | $807K | Buy |
9,761
+53
| +0.5% | +$4.38K | 0.1% | 224 |
|
|
2021
Q1 | $801K | Sell |
9,708
-2,104
| -18% | -$174K | 0.11% | 208 |
|
|
2020
Q4 | $983K | Buy |
11,812
+1,226
| +12% | +$102K | 0.14% | 165 |
|
|
2020
Q3 | $877K | Sell |
10,586
-746
| -7% | -$61.8K | 0.14% | 163 |
|
|
2020
Q2 | $937K | Sell |
11,332
-36
| -0.3% | -$2.98K | 0.16% | 134 |
|
|
2020
Q1 | $899K | Sell |
11,368
-379
| -3% | -$30K | 0.19% | 115 |
|
|
2019
Q4 | $952K | Sell |
11,747
-6
| -0.1% | -$486 | 0.16% | 149 |
|
|
2019
Q3 | $953K | Buy |
11,753
+3,496
| +42% | +$283K | 0.18% | 146 |
|
|
2019
Q2 | $666K | Sell |
8,257
-483
| -6% | -$39K | 0.14% | 180 |
|
|
2019
Q1 | $697K | Sell |
8,740
-80
| -0.9% | -$6.38K | 0.12% | 176 |
|
|
2018
Q4 | $687K | Sell |
8,820
-728
| -8% | -$56.7K | 0.14% | 160 |
|
|
2018
Q3 | $746K | Buy |
9,548
+655
| +7% | +$51.2K | 0.13% | 168 |
|
|
2018
Q2 | $695K | Buy |
8,893
+386
| +5% | +$30.2K | 0.13% | 169 |
|
|
2018
Q1 | $667K | Buy |
8,507
+190
| +2% | +$14.9K | 0.12% | 172 |
|
|
2017
Q4 | $660K | Buy |
+8,317
| New | +$660K | 0.12% | 175 |
|