TWM
TriaGen 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 | $3.92M | Buy |
49,318
+2,514
| +5% | +$200K | 1.19% | 21 |
|
|
2025
Q1 | $3.69M | Buy |
46,804
+5,121
| +12% | +$404K | 1.3% | 15 |
|
|
2024
Q4 | $3.25M | Buy |
41,683
+1,556
| +4% | +$121K | 1.1% | 16 |
|
|
2024
Q3 | $3.19M | Buy |
40,127
+187
| +0.5% | +$14.9K | 1.07% | 20 |
|
|
2024
Q2 | $3.09M | Buy |
39,940
+3,687
| +10% | +$285K | 1.19% | 19 |
|
|
2024
Q1 | $2.8M | Buy |
36,253
+8,593
| +31% | +$664K | 1.16% | 18 |
|
|
2023
Q4 | $2.14M | Sell |
27,660
-2,217
| -7% | -$172K | 1.02% | 30 |
|
|
2023
Q3 | $2.25M | Buy |
29,877
+2,282
| +8% | +$171K | 1.15% | 21 |
|
|
2023
Q2 | $2.09M | Buy |
27,595
+639
| +2% | +$48.3K | 0.96% | 24 |
|
|
2023
Q1 | $2.05M | Buy |
26,956
+3,185
| +13% | +$243K | 1.03% | 25 |
|
|
2022
Q4 | $1.79M | Buy |
23,771
+872
| +4% | +$65.6K | 0.99% | 26 |
|
|
2022
Q3 | $1.7M | Buy |
22,899
+18,588
| +431% | +$1.38M | 0.94% | 31 |
|
|
2022
Q2 | $329K | Buy |
4,311
+114
| +3% | +$8.7K | 0.23% | 100 |
|
|
2022
Q1 | $328K | Sell |
4,197
-1,745
| -29% | -$136K | 0.17% | 129 |
|
|
2021
Q4 | $483K | Sell |
5,942
-69
| -1% | -$5.61K | 0.24% | 103 |
|
|
2021
Q3 | $495K | Sell |
6,011
-41
| -0.7% | -$3.38K | 0.27% | 101 |
|
|
2021
Q2 | $502K | Sell |
6,052
-3,781
| -38% | -$314K | 0.26% | 100 |
|
|
2021
Q1 | $811K | Sell |
9,833
-416
| -4% | -$34.3K | 0.47% | 66 |
|
|
2020
Q4 | $853K | Buy |
+10,249
| New | +$853K | 0.5% | 68 |
|