TWA
Tandem 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 | $12.8M | Sell |
161,161
-10,124
| -6% | -$805K | 6.34% | 8 |
|
|
2025
Q1 | $13.5M | Sell |
171,285
-562
| -0.3% | -$44.4K | 7.07% | 5 |
|
|
2024
Q4 | $13.4M | Buy |
171,847
+12,128
| +8% | +$946K | 6.84% | 6 |
|
|
2024
Q3 | $12.7M | Buy |
159,719
+1,174
| +0.7% | +$93.2K | 6.43% | 6 |
|
|
2024
Q2 | $12.3M | Buy |
158,545
+3,246
| +2% | +$251K | 6.57% | 5 |
|
|
2024
Q1 | $12M | Buy |
155,299
+3,103
| +2% | +$240K | 6.59% | 5 |
|
|
2023
Q4 | $11.8M | Sell |
152,196
-16,823
| -10% | -$1.3M | 6.79% | 5 |
|
|
2023
Q3 | $12.7M | Buy |
169,019
+4,673
| +3% | +$351K | 7.76% | 4 |
|
|
2023
Q2 | $12.4M | Sell |
164,346
-1,181
| -0.7% | -$89.3K | 7.52% | 4 |
|
|
2023
Q1 | $12.6M | Buy |
165,527
+563
| +0.3% | +$42.9K | 7.85% | 4 |
|
|
2022
Q4 | $12.4M | Buy |
+164,964
| New | +$12.4M | 7.88% | 3 |
|