SWA
Sightline 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 | $3.82M | Buy |
48,025
+1,361
| +3% | +$108K | 1.84% | 15 |
|
|
2025
Q1 | $3.68M | Buy |
46,664
+10,129
| +28% | +$800K | 1.94% | 12 |
|
|
2024
Q4 | $2.85M | Buy |
36,535
+5,085
| +16% | +$397K | 1.54% | 17 |
|
|
2024
Q3 | $2.5M | Sell |
31,450
-5,785
| -16% | -$459K | 1.38% | 20 |
|
|
2024
Q2 | $2.88M | Buy |
37,235
+6,854
| +23% | +$530K | 1.79% | 14 |
|
|
2024
Q1 | $2.35M | Buy |
30,381
+2,786
| +10% | +$215K | 1.55% | 16 |
|
|
2023
Q4 | $2.14M | Buy |
27,595
+2,187
| +9% | +$169K | 1.62% | 15 |
|
|
2023
Q3 | $1.91M | Buy |
25,408
+1,286
| +5% | +$96.6K | 1.78% | 13 |
|
|
2023
Q2 | $1.84M | Hold |
24,122
| – | – | 1.83% | 15 |
|
|
2023
Q1 | $1.84M | Buy |
24,122
+4,902
| +26% | +$374K | 1.88% | 15 |
|
|
2022
Q4 | $1.45M | Buy |
19,220
+8,800
| +84% | +$662K | 1.56% | 12 |
|
|
2022
Q3 | $777K | Buy |
+10,420
| New | +$777K | 0.91% | 18 |
|