VWA
VERITY 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 | $1.08M | Buy |
13,537
+34
| +0.3% | +$2.7K | 0.72% | 26 |
|
|
2025
Q1 | $1.07M | Buy |
13,503
+21
| +0.2% | +$1.66K | 0.79% | 25 |
|
|
2024
Q4 | $1.05M | Buy |
13,482
+42
| +0.3% | +$3.28K | 0.76% | 26 |
|
|
2024
Q3 | $1.07M | Buy |
13,440
+30
| +0.2% | +$2.38K | 0.75% | 29 |
|
|
2024
Q2 | $1.04M | Sell |
13,410
-188
| -1% | -$14.5K | 0.78% | 26 |
|
|
2024
Q1 | $1.05M | Buy |
13,598
+17
| +0.1% | +$1.31K | 0.81% | 25 |
|
|
2023
Q4 | $1.05M | Sell |
13,581
-3,607
| -21% | -$279K | 0.9% | 22 |
|
|
2023
Q3 | $1.29M | Buy |
17,188
+23
| +0.1% | +$1.73K | 1.22% | 16 |
|
|
2023
Q2 | $1.3M | Buy |
17,165
+21
| +0.1% | +$1.59K | 1.17% | 16 |
|
|
2023
Q1 | $1.31M | Buy |
17,144
+13
| +0.1% | +$991 | 1.21% | 17 |
|
|
2022
Q4 | $1.29M | Buy |
17,131
+23
| +0.1% | +$1.73K | 1.26% | 18 |
|
|
2022
Q3 | $1.27M | Sell |
17,108
-1,374
| -7% | -$102K | 1.3% | 18 |
|
|
2022
Q2 | $1.41M | Buy |
18,482
+2,763
| +18% | +$211K | 1.37% | 16 |
|
|
2022
Q1 | $1.23M | Buy |
15,719
+196
| +1% | +$15.3K | 1.09% | 19 |
|
|
2021
Q4 | $1.26M | Sell |
15,523
-345
| -2% | -$28K | 1.05% | 19 |
|
|
2021
Q3 | $1.31M | Sell |
15,868
-354
| -2% | -$29.2K | 1.17% | 17 |
|
|
2021
Q2 | $1.34M | Buy |
16,222
+6
| +0% | +$496 | 1.22% | 17 |
|
|
2021
Q1 | $1.34M | Buy |
16,216
+1,002
| +7% | +$82.7K | 1.18% | 17 |
|
|
2020
Q4 | $1.27M | Buy |
15,214
+801
| +6% | +$66.7K | 1.15% | 17 |
|
|
2020
Q3 | $1.19M | Sell |
14,413
-695
| -5% | -$57.6K | 1.22% | 18 |
|
|
2020
Q2 | $1.25M | Buy |
15,108
+27
| +0.2% | +$2.23K | 1.33% | 18 |
|
|
2020
Q1 | $1.19M | Sell |
15,081
-26,860
| -64% | -$2.12M | 1.62% | 17 |
|
|
2019
Q4 | $3.4M | Buy |
41,941
+1,080
| +3% | +$87.5K | 3.27% | 12 |
|
|
2019
Q3 | $3.31M | Sell |
40,861
-420
| -1% | -$34K | 3.26% | 11 |
|
|
2019
Q2 | $3.33M | Sell |
41,281
-3,196
| -7% | -$258K | 3.28% | 12 |
|
|
2019
Q1 | $3.55M | Sell |
44,477
-3,525
| -7% | -$281K | 3.63% | 9 |
|
|
2018
Q4 | $3.74M | Buy |
+48,002
| New | +$3.74M | 4.3% | 7 |
|