SVWAG
Sound View Wealth Advisors Group’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 | $390K | Buy |
4,907
+485
| +11% | +$38.6K | 0.03% | 306 |
|
|
2025
Q1 | $349K | Sell |
4,422
-58
| -1% | -$4.58K | 0.03% | 311 |
|
|
2024
Q4 | $349K | Sell |
4,480
-117
| -3% | -$9.13K | 0.03% | 313 |
|
|
2024
Q3 | $365K | Buy |
4,597
+47
| +1% | +$3.73K | 0.03% | 305 |
|
|
2024
Q2 | $352K | Buy |
4,550
+274
| +6% | +$21.2K | 0.04% | 280 |
|
|
2024
Q1 | $331K | Sell |
4,276
-1,686
| -28% | -$130K | 0.04% | 292 |
|
|
2023
Q4 | $461K | Buy |
5,962
+1,157
| +24% | +$89.5K | 0.05% | 245 |
|
|
2023
Q3 | $361K | Sell |
4,805
-28
| -0.6% | -$2.1K | 0.04% | 264 |
|
|
2023
Q2 | $366K | Sell |
4,833
-14
| -0.3% | -$1.06K | 0.05% | 263 |
|
|
2023
Q1 | $369K | Sell |
4,847
-1,115
| -19% | -$85K | 0.05% | 260 |
|
|
2022
Q4 | $461K | Buy |
5,962
+1,116
| +23% | +$86.3K | 0.05% | 245 |
|
|
2022
Q3 | $360K | Sell |
4,846
-15
| -0.3% | -$1.11K | 0.08% | 192 |
|
|
2022
Q2 | $371K | Hold |
4,861
| – | – | 0.08% | 194 |
|
|
2022
Q1 | $380K | Hold |
4,861
| – | – | 0.07% | 202 |
|
|
2021
Q4 | $395K | Buy |
4,861
+1
| +0% | +$81 | 0.07% | 198 |
|
|
2021
Q3 | $401K | Sell |
4,860
-74
| -1% | -$6.11K | 0.08% | 194 |
|
|
2021
Q2 | $408K | Hold |
4,934
| – | – | 0.09% | 196 |
|
|
2021
Q1 | $407K | Sell |
4,934
-85
| -2% | -$7.01K | 0.09% | 178 |
|
|
2020
Q4 | $418K | Sell |
5,019
-547
| -10% | -$45.6K | 0.1% | 169 |
|
|
2020
Q3 | $461K | Sell |
5,566
-64
| -1% | -$5.3K | 0.12% | 147 |
|
|
2020
Q2 | $465K | Buy |
5,630
+2,208
| +65% | +$182K | 0.13% | 138 |
|
|
2020
Q1 | $271K | Sell |
3,422
-20
| -0.6% | -$1.58K | 0.09% | 175 |
|
|
2019
Q4 | $279K | Sell |
3,442
-198
| -5% | -$16K | 0.08% | 200 |
|
|
2019
Q3 | $295K | Hold |
3,640
| – | – | 0.09% | 193 |
|
|
2019
Q2 | $294K | Buy |
+3,640
| New | +$294K | 0.09% | 197 |
|