WMWM
Whitaker-Myers Wealth Managers’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 |
-2,735
| Closed | -$213K | – | 140 |
|
|
2024
Q4 | $213K | Hold |
2,735
| – | – | 0.06% | 114 |
|
|
2024
Q3 | $217K | Sell |
2,735
-40
| -1% | -$3.18K | 0.07% | 102 |
|
|
2024
Q2 | $214K | Hold |
2,775
| – | – | 0.08% | 94 |
|
|
2024
Q1 | $215K | Buy |
+2,775
| New | +$215K | 0.09% | 88 |
|