SWA
Stratos 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 | $676K | Buy |
+8,499
| New | +$676K | 0.04% | 392 |
|
|
2024
Q4 | – | Sell |
-2,755
| Closed | -$219K | – | 777 |
|
|
2024
Q3 | $219K | Buy |
2,755
+124
| +5% | +$9.85K | 0.01% | 686 |
|
|
2024
Q2 | $203K | Sell |
2,631
-422
| -14% | -$32.6K | 0.01% | 663 |
|
|
2024
Q1 | $236K | Buy |
3,053
+29
| +1% | +$2.24K | 0.01% | 595 |
|
|
2023
Q4 | $234K | Sell |
3,024
-423
| -12% | -$32.7K | 0.01% | 613 |
|
|
2023
Q3 | $259K | Buy |
+3,447
| New | +$259K | 0.02% | 568 |
|
|
2023
Q2 | – | Sell |
-64,817
| Closed | -$4.94M | – | 663 |
|
|
2023
Q1 | $4.94M | Buy |
64,817
+2,228
| +4% | +$170K | 0.38% | 71 |
|
|
2022
Q4 | $4.71M | Sell |
62,589
-5,222
| -8% | -$393K | 0.39% | 64 |
|
|
2022
Q3 | $5.04M | Buy |
67,811
+28,006
| +70% | +$2.08M | 0.53% | 37 |
|
|
2022
Q2 | $3.04M | Buy |
39,805
+2,568
| +7% | +$196K | 0.28% | 98 |
|
|
2022
Q1 | $2.91M | Sell |
37,237
-35,226
| -49% | -$2.75M | 0.24% | 116 |
|
|
2021
Q4 | $5.89M | Buy |
72,463
+20,601
| +40% | +$1.67M | 0.42% | 56 |
|
|
2021
Q3 | $4.27M | Buy |
51,862
+10,998
| +27% | +$906K | 0.37% | 69 |
|
|
2021
Q2 | $3.38M | Buy |
40,864
+11,787
| +41% | +$975K | 0.3% | 92 |
|
|
2021
Q1 | $2.4M | Buy |
29,077
+20,681
| +246% | +$1.71M | 0.25% | 105 |
|
|
2020
Q4 | $699K | Buy |
+8,396
| New | +$699K | 0.1% | 206 |
|