SW
Simplicity Wealth’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 | $2M | Buy |
25,100
+10,440
| +71% | +$830K | 0.08% | 217 |
|
|
2025
Q1 | $1.16M | Buy |
+14,660
| New | +$1.16M | 0.09% | 228 |
|
|
2024
Q4 | – | Sell |
-8,120
| Closed | -$645K | – | 508 |
|
|
2024
Q3 | $645K | Sell |
8,120
-34
| -0.4% | -$2.7K | 0.06% | 255 |
|
|
2024
Q2 | $630K | Buy |
8,154
+803
| +11% | +$62.1K | 0.01% | 665 |
|
|
2024
Q1 | $568K | Buy |
+7,351
| New | +$568K | 0.01% | 683 |
|
|
2022
Q4 | – | Sell |
-34,174
| Closed | -$2.54M | – | 90 |
|
|
2022
Q3 | $2.54M | Sell |
34,174
-1,079
| -3% | -$80.1K | 3.41% | 8 |
|
|
2022
Q2 | $2.69M | Buy |
35,253
+4,063
| +13% | +$310K | 3.92% | 7 |
|
|
2022
Q1 | $2.44M | Sell |
31,190
-23,722
| -43% | -$1.85M | 2.37% | 13 |
|
|
2021
Q4 | $4.46M | Buy |
+54,912
| New | +$4.46M | 2.41% | 15 |
|