TA
TruWealth 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 | $2.64M | Buy |
33,149
+4,855
| +17% | +$386K | 0.15% | 72 |
|
|
2025
Q1 | $2.23M | Buy |
28,294
+2,316
| +9% | +$183K | 0.13% | 71 |
|
|
2024
Q4 | $2.03M | Buy |
25,978
+696
| +3% | +$54.3K | 0.12% | 72 |
|
|
2024
Q3 | $2.01M | Buy |
25,282
+1,769
| +8% | +$140K | 0.12% | 73 |
|
|
2024
Q2 | $1.82M | Buy |
23,513
+1,952
| +9% | +$151K | 0.12% | 70 |
|
|
2024
Q1 | $1.67M | Buy |
21,561
+982
| +5% | +$75.9K | 0.12% | 73 |
|
|
2023
Q4 | $1.59M | Sell |
20,579
-1,368
| -6% | -$106K | 0.12% | 68 |
|
|
2023
Q3 | $1.65M | Sell |
21,947
-6,696
| -23% | -$503K | 0.14% | 67 |
|
|
2023
Q2 | $2.17M | Sell |
28,643
-1,286,429
| -98% | -$97.3M | 0.19% | 62 |
|
|
2023
Q1 | $100M | Buy |
1,315,072
+39,755
| +3% | +$3.03M | 9.19% | 1 |
|
|
2022
Q4 | $95.9M | Buy |
1,275,317
+140,621
| +12% | +$10.6M | 9.36% | 1 |
|
|
2022
Q3 | $84.3M | Buy |
1,134,696
+32,011
| +3% | +$2.38M | 8.92% | 2 |
|
|
2022
Q2 | $84.1M | Buy |
1,102,685
+66,192
| +6% | +$5.05M | 9.01% | 2 |
|
|
2022
Q1 | $80.9M | Sell |
1,036,493
-28,414
| -3% | -$2.22M | 8.42% | 3 |
|
|
2021
Q4 | $86.5M | Buy |
1,064,907
+61,446
| +6% | +$4.99M | 8.76% | 3 |
|
|
2021
Q3 | $82.7M | Buy |
1,003,461
+58,179
| +6% | +$4.79M | 9.22% | 2 |
|
|
2021
Q2 | $78.2M | Buy |
945,282
+134,579
| +17% | +$11.1M | 9.17% | 2 |
|
|
2021
Q1 | $66.9M | Buy |
810,703
+178,386
| +28% | +$14.7M | 9.08% | 3 |
|
|
2020
Q4 | $52.6M | Buy |
+632,317
| New | +$52.6M | 7.85% | 4 |
|