SWM
Seaside 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 | $10.8M | Buy |
136,133
+8,902
| +7% | +$708K | 3.44% | 8 |
|
|
2025
Q1 | $10M | Buy |
127,231
+14,111
| +12% | +$1.11M | 3.58% | 8 |
|
|
2024
Q4 | $8.82M | Buy |
113,120
+19,924
| +21% | +$1.55M | 3.23% | 8 |
|
|
2024
Q3 | $7.4M | Buy |
93,196
+8,410
| +10% | +$668K | 2.8% | 9 |
|
|
2024
Q2 | $6.55M | Buy |
84,786
+12,526
| +17% | +$968K | 2.72% | 10 |
|
|
2024
Q1 | $5.59M | Buy |
72,260
+1,897
| +3% | +$147K | 2.38% | 10 |
|
|
2023
Q4 | $5.44M | Sell |
70,363
-28,862
| -29% | -$2.23M | 2.49% | 10 |
|
|
2023
Q3 | $7.46M | Buy |
99,225
+7,269
| +8% | +$546K | 3.79% | 5 |
|
|
2023
Q2 | $6.96M | Buy |
91,956
+7,189
| +8% | +$544K | 3.6% | 5 |
|
|
2023
Q1 | $6.46M | Buy |
84,767
+2,950
| +4% | +$225K | 3.93% | 7 |
|
|
2022
Q4 | $6.15M | Buy |
81,817
+468
| +0.6% | +$35.2K | 4.07% | 7 |
|
|
2022
Q3 | $6.02M | Buy |
81,349
+6,372
| +8% | +$471K | 4.15% | 6 |
|
|
2022
Q2 | $5.8M | Buy |
+74,977
| New | +$5.8M | 4.39% | 6 |
|