SPIA
Steward Partners Investment Advisory’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 | $2.41M | Sell |
30,265
-5,624
| -16% | -$447K | 0.02% | 661 |
|
|
2025
Q1 | $2.83M | Sell |
35,889
-4,945
| -12% | -$390K | 0.03% | 547 |
|
|
2024
Q4 | $3.19M | Buy |
40,834
+3,074
| +8% | +$240K | 0.03% | 494 |
|
|
2024
Q3 | $3M | Sell |
37,760
-1,743
| -4% | -$138K | 0.03% | 505 |
|
|
2024
Q2 | $3.05M | Sell |
39,503
-1,714
| -4% | -$132K | 0.03% | 472 |
|
|
2024
Q1 | $3.19M | Sell |
41,217
-6,273
| -13% | -$485K | 0.04% | 442 |
|
|
2023
Q4 | $3.67M | Sell |
47,490
-5,687
| -11% | -$440K | 0.05% | 349 |
|
|
2023
Q3 | $4M | Sell |
53,177
-9,404
| -15% | -$707K | 0.06% | 301 |
|
|
2023
Q2 | $4.73M | Sell |
62,581
-28,530
| -31% | -$2.16M | 0.07% | 270 |
|
|
2023
Q1 | $6.95M | Sell |
91,111
-34,397
| -27% | -$2.62M | 0.11% | 197 |
|
|
2022
Q4 | $9.44M | Sell |
125,508
-153,130
| -55% | -$11.5M | 0.16% | 149 |
|
|
2022
Q3 | $20.7M | Sell |
278,638
-4,810
| -2% | -$357K | 0.39% | 55 |
|
|
2022
Q2 | $21.6M | Sell |
283,448
-28,449
| -9% | -$2.17M | 0.4% | 51 |
|
|
2022
Q1 | $24.4M | Sell |
311,897
-3,263
| -1% | -$255K | 0.38% | 54 |
|
|
2021
Q4 | $25.6M | Sell |
315,160
-2,190
| -0.7% | -$178K | 0.39% | 48 |
|
|
2021
Q3 | $26.2M | Buy |
317,350
+14,365
| +5% | +$1.18M | 0.45% | 38 |
|
|
2021
Q2 | $25.1M | Buy |
302,985
+410
| +0.1% | +$33.9K | 0.42% | 38 |
|
|
2021
Q1 | $25M | Buy |
302,575
+43,974
| +17% | +$3.63M | 0.44% | 45 |
|
|
2020
Q4 | $21.5M | Buy |
258,601
+6,767
| +3% | +$563K | 0.47% | 44 |
|
|
2020
Q3 | $20.9M | Buy |
251,834
+5,809
| +2% | +$481K | 0.53% | 38 |
|
|
2020
Q2 | $20.3M | Buy |
246,025
+3,458
| +1% | +$286K | 0.58% | 30 |
|
|
2020
Q1 | $19.2M | Buy |
242,567
+3,166
| +1% | +$250K | 0.7% | 27 |
|
|
2019
Q4 | $19.4M | Buy |
239,401
+4,504
| +2% | +$365K | 0.57% | 39 |
|
|
2019
Q3 | $19M | Buy |
234,897
+704
| +0.3% | +$57.1K | 0.64% | 32 |
|
|
2019
Q2 | $18.9M | Sell |
234,193
-4,598
| -2% | -$371K | 0.69% | 30 |
|
|
2019
Q1 | $19M | Sell |
238,791
-31,165
| -12% | -$2.49M | 0.81% | 28 |
|
|
2018
Q4 | $21M | Sell |
269,956
-7,776
| -3% | -$606K | 1.02% | 13 |
|
|
2018
Q3 | $21.7M | Buy |
277,732
+117,301
| +73% | +$9.17M | 1.04% | 13 |
|
|
2018
Q2 | $12.5M | Buy |
160,431
+16,764
| +12% | +$1.31M | 0.75% | 20 |
|
|
2018
Q1 | $11.3M | Buy |
143,667
+3,370
| +2% | +$264K | 0.77% | 20 |
|
|
2017
Q4 | $11.1M | Buy |
140,297
+23,514
| +20% | +$1.86M | 0.85% | 20 |
|
|
2017
Q3 | $9.36M | Buy |
116,783
+21,189
| +22% | +$1.7M | 0.95% | 21 |
|
|
2017
Q2 | $7.65M | Buy |
95,594
+8,749
| +10% | +$700K | 0.86% | 24 |
|
|
2017
Q1 | $6.93M | Buy |
86,845
+27,299
| +46% | +$2.18M | 1.05% | 19 |
|
|
2016
Q4 | $4.73M | Buy |
+59,546
| New | +$4.73M | 2.16% | 7 |
|