WMA
Wealth Management Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,669
| Closed | -$212K | – | 219 |
|
|
2024
Q3 | $212K | Sell |
2,669
-20
| -0.7% | -$1.59K | 0.09% | 191 |
|
|
2024
Q2 | $208K | Hold |
2,689
| – | – | 0.1% | 190 |
|
|
2024
Q1 | $208K | Sell |
2,689
-75
| -3% | -$5.8K | 0.1% | 190 |
|
|
2023
Q4 | $214K | Sell |
2,764
-320
| -10% | -$24.8K | 0.11% | 182 |
|
|
2023
Q3 | $232K | Hold |
3,084
| – | – | 0.14% | 159 |
|
|
2023
Q2 | $233K | Sell |
3,084
-400
| -11% | -$30.3K | 0.13% | 163 |
|
|
2023
Q1 | $266K | Sell |
3,484
-185
| -5% | -$14.1K | 0.16% | 146 |
|
|
2022
Q4 | $276K | Sell |
3,669
-298
| -8% | -$22.4K | 0.18% | 135 |
|
|
2022
Q3 | $295K | Sell |
3,967
-120
| -3% | -$8.91K | 0.21% | 126 |
|
|
2022
Q2 | $312K | Sell |
4,087
-2,395
| -37% | -$183K | 0.21% | 125 |
|
|
2022
Q1 | $506K | Hold |
6,482
| – | – | 0.29% | 90 |
|
|
2021
Q4 | $527K | Sell |
6,482
-105
| -2% | -$8.53K | 0.28% | 89 |
|
|
2021
Q3 | $543K | Sell |
6,587
-25
| -0.4% | -$2.06K | 0.32% | 79 |
|
|
2021
Q2 | $547K | Buy |
6,612
+55
| +0.8% | +$4.55K | 0.31% | 77 |
|
|
2021
Q1 | $541K | Buy |
6,557
+63
| +1% | +$5.2K | 0.34% | 69 |
|
|
2020
Q4 | $541K | Buy |
6,494
+8
| +0.1% | +$666 | 0.36% | 70 |
|
|
2020
Q3 | $537K | Buy |
6,486
+13
| +0.2% | +$1.08K | 0.42% | 55 |
|
|
2020
Q2 | $535K | Hold |
6,473
| – | – | 0.45% | 55 |
|
|
2020
Q1 | $512K | Sell |
6,473
-11,496
| -64% | -$909K | 0.52% | 48 |
|
|
2019
Q4 | $1.46M | Buy |
17,969
+975
| +6% | +$79K | 1.04% | 24 |
|
|
2019
Q3 | $1.38M | Hold |
16,994
| – | – | 1.11% | 23 |
|
|
2019
Q2 | $1.37M | Buy |
16,994
+342
| +2% | +$27.6K | 1.37% | 24 |
|
|
2019
Q1 | $1.33M | Sell |
16,652
-170
| -1% | -$13.6K | 1.45% | 23 |
|
|
2018
Q4 | $1.31M | Buy |
+16,822
| New | +$1.31M | 1.77% | 18 |
|