SSWM
Sheets Smith 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 | $3.72M | Sell |
46,832
-7,020
| -13% | -$558K | 0.44% | 56 |
|
|
2025
Q1 | $4.25M | Sell |
53,852
-3,737
| -6% | -$295K | 0.53% | 52 |
|
|
2024
Q4 | $4.49M | Buy |
57,589
+5,671
| +11% | +$442K | 0.55% | 47 |
|
|
2024
Q3 | $4.12M | Sell |
51,918
-478
| -0.9% | -$38K | 0.5% | 51 |
|
|
2024
Q2 | $4.05M | Sell |
52,396
-6,060
| -10% | -$468K | 0.48% | 54 |
|
|
2024
Q1 | $4.52M | Sell |
58,456
-9,199
| -14% | -$711K | 0.51% | 50 |
|
|
2023
Q4 | $5.23M | Sell |
67,655
-5,552
| -8% | -$430K | 0.74% | 36 |
|
|
2023
Q3 | $5.5M | Sell |
73,207
-13,247
| -15% | -$996K | 0.84% | 31 |
|
|
2023
Q2 | $6.54M | Buy |
86,454
+7,640
| +10% | +$578K | 0.96% | 27 |
|
|
2023
Q1 | $6.01M | Sell |
78,814
-6,871
| -8% | -$524K | 0.92% | 30 |
|
|
2022
Q4 | $6.44M | Sell |
85,685
-50,450
| -37% | -$3.79M | 1.01% | 23 |
|
|
2022
Q3 | $10.1M | Sell |
136,135
-25,038
| -16% | -$1.86M | 1.69% | 12 |
|
|
2022
Q2 | $12.3M | Sell |
161,173
-72,242
| -31% | -$5.51M | 2.02% | 8 |
|
|
2022
Q1 | $18.2M | Sell |
233,415
-21,566
| -8% | -$1.68M | 2.51% | 6 |
|
|
2021
Q4 | $20.7M | Buy |
254,981
+21,741
| +9% | +$1.77M | 2.57% | 4 |
|
|
2021
Q3 | $19.2M | Sell |
233,240
-24,085
| -9% | -$1.98M | 2.61% | 2 |
|
|
2021
Q2 | $21.3M | Buy |
257,325
+56,206
| +28% | +$4.65M | 2.87% | 2 |
|
|
2021
Q1 | $16.6M | Sell |
201,119
-9,227
| -4% | -$761K | 2.44% | 5 |
|
|
2020
Q4 | $17.5M | Buy |
210,346
+24,180
| +13% | +$2.01M | 2.65% | 4 |
|
|
2020
Q3 | $15.4M | Sell |
186,166
-24,669
| -12% | -$2.04M | 2.68% | 4 |
|
|
2020
Q2 | $17.4M | Buy |
210,835
+90,933
| +76% | +$7.52M | 3.49% | 1 |
|
|
2020
Q1 | $9.48M | Sell |
119,902
-78,862
| -40% | -$6.24M | 1.99% | 8 |
|
|
2019
Q4 | $16M | Buy |
198,764
+9,402
| +5% | +$755K | 3.05% | 1 |
|
|
2019
Q3 | $15.3M | Buy |
189,362
+164,098
| +650% | +$13.3M | 3.16% | 1 |
|
|
2019
Q2 | $2.04M | Buy |
25,264
+9,934
| +65% | +$801K | 0.42% | 72 |
|
|
2019
Q1 | $1.22M | Buy |
+15,330
| New | +$1.22M | 0.26% | 100 |
|