SSW
Stone Summit 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 | $7.26M | Sell |
91,325
-3,151
| -3% | -$251K | 2.25% | 6 |
|
|
2025
Q1 | $7.46M | Sell |
94,476
-24,814
| -21% | -$1.96M | 2.53% | 6 |
|
|
2024
Q4 | $9.31M | Buy |
119,290
+5,440
| +5% | +$424K | 3.12% | 4 |
|
|
2024
Q3 | $9.04M | Buy |
113,850
+12,067
| +12% | +$958K | 2.92% | 4 |
|
|
2024
Q2 | $7.87M | Buy |
101,783
+7,632
| +8% | +$590K | 2.82% | 4 |
|
|
2024
Q1 | $7.28M | Buy |
94,151
+25,742
| +38% | +$1.99M | 2.53% | 5 |
|
|
2023
Q4 | $5.29M | Buy |
68,409
+17,085
| +33% | +$1.32M | 2.03% | 9 |
|
|
2023
Q3 | $3.86M | Buy |
51,324
+5,541
| +12% | +$416K | 1.65% | 12 |
|
|
2023
Q2 | $3.46M | Buy |
45,783
+13,072
| +40% | +$989K | 1.44% | 16 |
|
|
2023
Q1 | $2.49M | Sell |
32,711
-2,102
| -6% | -$160K | 1.11% | 29 |
|
|
2022
Q4 | $2.62M | Buy |
34,813
+5,949
| +21% | +$447K | 1.28% | 21 |
|
|
2022
Q3 | $2.15M | Buy |
28,864
+2,560
| +10% | +$190K | 1.32% | 24 |
|
|
2022
Q2 | $2.01M | Buy |
26,304
+5,740
| +28% | +$438K | 1.2% | 26 |
|
|
2022
Q1 | $1.6M | Buy |
20,564
+3,110
| +18% | +$243K | 0.9% | 35 |
|
|
2021
Q4 | $1.42M | Buy |
+17,454
| New | +$1.42M | 1.15% | 32 |
|