SWP
Summit Wealth Partners’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 | $1.7M | Sell |
21,335
-333
| -2% | -$26.5K | 0.32% | 57 |
|
|
2025
Q1 | $1.71M | Sell |
21,668
-110
| -0.5% | -$8.68K | 0.35% | 58 |
|
|
2024
Q4 | $1.7M | Sell |
21,778
-661
| -3% | -$51.6K | 0.35% | 58 |
|
|
2024
Q3 | $1.78M | Sell |
22,439
-805
| -3% | -$63.9K | 0.34% | 61 |
|
|
2024
Q2 | $1.8M | Sell |
23,244
-1,058
| -4% | -$81.8K | 0.37% | 54 |
|
|
2024
Q1 | $1.88M | Buy |
24,302
+1,118
| +5% | +$86.4K | 0.4% | 46 |
|
|
2023
Q4 | $1.79M | Buy |
23,184
+4,889
| +27% | +$378K | 0.42% | 44 |
|
|
2023
Q3 | $1.37M | Sell |
18,295
-690
| -4% | -$51.9K | 0.35% | 51 |
|
|
2023
Q2 | $1.44M | Sell |
18,985
-482
| -2% | -$36.5K | 0.36% | 50 |
|
|
2023
Q1 | $1.48M | Sell |
19,467
-2,378
| -11% | -$181K | 0.38% | 49 |
|
|
2022
Q4 | $1.64M | Buy |
+21,845
| New | +$1.64M | 0.44% | 44 |
|
|
2022
Q3 | – | Sell |
-3,414
| Closed | -$260K | – | 168 |
|
|
2022
Q2 | $260K | Buy |
3,414
+198
| +6% | +$15.1K | 0.07% | 133 |
|
|
2022
Q1 | $251K | Sell |
3,216
-363
| -10% | -$28.3K | 0.06% | 147 |
|
|
2021
Q4 | $291K | Buy |
3,579
+1
| +0% | +$81 | 0.06% | 131 |
|
|
2021
Q3 | $295K | Buy |
3,578
+450
| +14% | +$37.1K | 0.07% | 123 |
|
|
2021
Q2 | $259K | Buy |
3,128
+2
| +0.1% | +$165 | 0.06% | 138 |
|
|
2021
Q1 | $258K | Buy |
+3,126
| New | +$258K | 0.07% | 133 |
|