SWA
ShankerValleau 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 | $20.1M | Buy |
252,409
+6,895
| +3% | +$548K | 5.72% | 5 |
|
|
2025
Q1 | $19.4M | Buy |
245,514
+2,254
| +0.9% | +$178K | 6.29% | 5 |
|
|
2024
Q4 | $19M | Sell |
243,260
-24,538
| -9% | -$1.91M | 6.09% | 5 |
|
|
2024
Q3 | $21.3M | Sell |
267,798
-5,031
| -2% | -$400K | 7.24% | 5 |
|
|
2024
Q2 | $21.1M | Buy |
272,829
+6,129
| +2% | +$474K | 9.03% | 4 |
|
|
2024
Q1 | $20.6M | Buy |
266,700
+16,339
| +7% | +$1.26M | 9.49% | 3 |
|
|
2023
Q4 | $19.4M | Buy |
250,361
+5,400
| +2% | +$418K | 9.87% | 3 |
|
|
2023
Q3 | $18.4M | Buy |
244,961
+6,850
| +3% | +$515K | 10.35% | 3 |
|
|
2023
Q2 | $18M | Buy |
238,111
+11,326
| +5% | +$857K | 9.9% | 3 |
|
|
2023
Q1 | $17.3M | Sell |
226,785
-1,538
| -0.7% | -$117K | 10.04% | 3 |
|
|
2022
Q4 | $17.2M | Buy |
228,323
+1,685
| +0.7% | +$127K | 10.64% | 3 |
|
|
2022
Q3 | $16.8M | Sell |
226,638
-3,163
| -1% | -$235K | 11.39% | 3 |
|
|
2022
Q2 | $17.5M | Buy |
229,801
+1,246
| +0.5% | +$95K | 11.4% | 3 |
|
|
2022
Q1 | $17.8M | Sell |
228,555
-6,359
| -3% | -$497K | 10.7% | 3 |
|
|
2021
Q4 | $19.1M | Buy |
+234,914
| New | +$19.1M | 10.97% | 3 |
|