WCA
Westover Capital 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
Q1 | – | Sell |
-13,540
| Closed | -$1.06M | – | 251 |
|
|
2024
Q4 | $1.06M | Sell |
13,540
-8,754
| -39% | -$683K | 0.23% | 91 |
|
|
2024
Q3 | $1.77M | Sell |
22,294
-11,538
| -34% | -$916K | 0.34% | 67 |
|
|
2024
Q2 | $2.61M | Sell |
33,832
-10,108
| -23% | -$781K | 0.67% | 40 |
|
|
2024
Q1 | $3.4M | Sell |
43,940
-1,501
| -3% | -$116K | 0.99% | 25 |
|
|
2023
Q4 | $3.52M | Sell |
45,441
-3,502
| -7% | -$271K | 1.14% | 24 |
|
|
2023
Q3 | $3.68M | Buy |
48,943
+362
| +0.7% | +$27.2K | 1.33% | 22 |
|
|
2023
Q2 | $3.68M | Buy |
48,581
+461
| +1% | +$34.9K | 1.28% | 25 |
|
|
2023
Q1 | $3.67M | Buy |
+48,120
| New | +$3.67M | 1.36% | 21 |
|
|
2017
Q1 | – | Sell |
-2,900
| Closed | -$230K | – | 113 |
|
|
2016
Q4 | $230K | Buy |
+2,900
| New | +$230K | 0.16% | 92 |
|