TWM
Trinity 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 | $202K | Buy |
+2,540
| New | +$202K | 0.08% | 62 |
|
|
2025
Q1 | – | Sell |
-3,137
| Closed | -$245K | – | 59 |
|
|
2024
Q4 | $245K | Buy |
3,137
+196
| +7% | +$15.3K | 0.11% | 52 |
|
|
2024
Q3 | $234K | Buy |
+2,941
| New | +$234K | 0.11% | 51 |
|
|
2024
Q1 | – | Sell |
-2,605
| Closed | -$202K | – | 49 |
|
|
2023
Q4 | $202K | Buy |
+2,605
| New | +$202K | 0.12% | 45 |
|