SWA
SOA 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 | $415K | Buy |
5,218
+55
| +1% | +$4.37K | 0.08% | 131 |
|
|
2025
Q1 | $408K | Buy |
5,163
+36
| +0.7% | +$2.84K | 0.09% | 124 |
|
|
2024
Q4 | $400K | Buy |
5,127
+1,060
| +26% | +$82.7K | 0.07% | 129 |
|
|
2024
Q3 | $323K | Sell |
4,067
-50
| -1% | -$3.97K | 0.06% | 140 |
|
|
2024
Q2 | $318K | Sell |
4,117
-242
| -6% | -$18.7K | 0.06% | 136 |
|
|
2024
Q1 | $337K | Buy |
4,359
+25
| +0.6% | +$1.93K | 0.07% | 133 |
|
|
2023
Q4 | $335K | Sell |
4,334
-582
| -12% | -$45K | 0.07% | 130 |
|
|
2023
Q3 | $369K | Buy |
4,916
+9
| +0.2% | +$676 | 0.09% | 115 |
|
|
2023
Q2 | $371K | Buy |
4,907
+31
| +0.6% | +$2.35K | 0.09% | 117 |
|
|
2023
Q1 | $372K | Buy |
4,876
+18
| +0.4% | +$1.37K | 0.09% | 110 |
|
|
2022
Q4 | $365K | Sell |
4,858
-1,859
| -28% | -$140K | 0.1% | 106 |
|
|
2022
Q3 | $498K | Buy |
6,717
+918
| +16% | +$68.1K | 0.15% | 77 |
|
|
2022
Q2 | $442K | Buy |
5,799
+19
| +0.3% | +$1.45K | 0.13% | 90 |
|
|
2022
Q1 | $451K | Buy |
5,780
+10
| +0.2% | +$780 | 0.11% | 105 |
|
|
2021
Q4 | $469K | Sell |
5,770
-35
| -0.6% | -$2.85K | 0.11% | 103 |
|
|
2021
Q3 | $478K | Sell |
5,805
-137
| -2% | -$11.3K | 0.12% | 102 |
|
|
2021
Q2 | $491K | Buy |
5,942
+647
| +12% | +$53.5K | 0.13% | 106 |
|
|
2021
Q1 | $436K | Sell |
5,295
-692
| -12% | -$57K | 0.12% | 101 |
|
|
2020
Q4 | $497K | Buy |
+5,987
| New | +$497K | 0.14% | 87 |
|