TDWM
Topel & Distasi Wealth Management’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 | $3.44M | Buy |
43,295
+30
| +0.1% | +$2.39K | 1.8% | 18 |
|
|
2025
Q1 | $3.42M | Sell |
43,265
-488
| -1% | -$38.5K | 1.59% | 20 |
|
|
2024
Q4 | $3.41M | Buy |
43,753
+1,182
| +3% | +$92.2K | 1.46% | 21 |
|
|
2024
Q3 | $3.38M | Buy |
42,571
+533
| +1% | +$42.3K | 1.4% | 23 |
|
|
2024
Q2 | $3.25M | Sell |
42,038
-120
| -0.3% | -$9.27K | 1.43% | 24 |
|
|
2024
Q1 | $3.26M | Buy |
42,158
+1,053
| +3% | +$81.4K | 1.44% | 24 |
|
|
2023
Q4 | $3.18M | Buy |
41,105
+1,889
| +5% | +$146K | 1.51% | 24 |
|
|
2023
Q3 | $2.95M | Sell |
39,216
-613
| -2% | -$46.1K | 1.55% | 25 |
|
|
2023
Q2 | $3.01M | Buy |
39,829
+18
| +0% | +$1.36K | 1.52% | 26 |
|
|
2023
Q1 | $3.03M | Buy |
39,811
+164
| +0.4% | +$12.5K | 1.58% | 25 |
|
|
2022
Q4 | $2.98M | Buy |
39,647
+3,424
| +9% | +$257K | 1.67% | 23 |
|
|
2022
Q3 | $2.71M | Sell |
36,223
-3,504
| -9% | -$262K | 1.5% | 25 |
|
|
2022
Q2 | $3.03M | Sell |
39,727
-44,329
| -53% | -$3.38M | 1.75% | 22 |
|
|
2022
Q1 | $6.56M | Buy |
84,056
+270
| +0.3% | +$21.1K | 2.75% | 14 |
|
|
2021
Q4 | $6.81M | Buy |
+83,786
| New | +$6.81M | 2.78% | 13 |
|