TWA
Trellis 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 | $5.9M | Sell |
74,226
-593
| -0.8% | -$47.1K | 2.57% | 10 |
|
|
2025
Q1 | $5.91M | Buy |
74,819
+3,196
| +4% | +$252K | 2.87% | 10 |
|
|
2024
Q4 | $5.59M | Buy |
71,623
+1,616
| +2% | +$126K | 2.81% | 9 |
|
|
2024
Q3 | $5.56M | Buy |
70,007
+5,024
| +8% | +$399K | 2.78% | 9 |
|
|
2024
Q2 | $5.02M | Buy |
64,983
+14,173
| +28% | +$1.1M | 2.76% | 9 |
|
|
2024
Q1 | $3.93M | Sell |
50,810
-1,319
| -3% | -$102K | 2.22% | 10 |
|
|
2023
Q4 | $4.03M | Buy |
52,129
+1,395
| +3% | +$108K | 2.19% | 12 |
|
|
2023
Q3 | $3.81M | Buy |
50,734
+1,581
| +3% | +$119K | 2.4% | 11 |
|
|
2023
Q2 | $3.72M | Buy |
49,153
+9,506
| +24% | +$719K | 2.47% | 11 |
|
|
2023
Q1 | $3.02M | Buy |
39,647
+19,746
| +99% | +$1.51M | 2.22% | 10 |
|
|
2022
Q4 | $1.5M | Buy |
+19,901
| New | +$1.5M | 1.29% | 11 |
|