WAS
Winch Advisory Services’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 | $813K | Buy |
10,232
+112
| +1% | +$8.9K | 0.2% | 52 |
|
|
2025
Q1 | $799K | Sell |
10,120
-96
| -0.9% | -$7.58K | 0.21% | 52 |
|
|
2024
Q4 | $797K | Sell |
10,216
-114
| -1% | -$8.89K | 0.21% | 50 |
|
|
2024
Q3 | $820K | Sell |
10,330
-593
| -5% | -$47.1K | 0.23% | 49 |
|
|
2024
Q2 | $844K | Buy |
10,923
+82
| +0.8% | +$6.34K | 0.24% | 44 |
|
|
2024
Q1 | $838K | Sell |
10,841
-194
| -2% | -$15K | 0.26% | 46 |
|
|
2023
Q4 | $854K | Buy |
11,035
+421
| +4% | +$32.6K | 0.28% | 44 |
|
|
2023
Q3 | $798K | Buy |
10,614
+404
| +4% | +$30.4K | 0.29% | 42 |
|
|
2023
Q2 | $772K | Buy |
10,210
+74
| +0.7% | +$5.6K | 0.28% | 45 |
|
|
2023
Q1 | $773K | Buy |
10,136
+909
| +10% | +$69.3K | 0.3% | 43 |
|
|
2022
Q4 | $694K | Buy |
9,227
+511
| +6% | +$38.4K | 0.3% | 45 |
|
|
2022
Q3 | $647K | Buy |
8,716
+997
| +13% | +$74K | 0.28% | 45 |
|
|
2022
Q2 | $589K | Buy |
7,719
+4,024
| +109% | +$307K | 0.24% | 47 |
|
|
2022
Q1 | $289K | Buy |
3,695
+161
| +5% | +$12.6K | 0.1% | 64 |
|
|
2021
Q4 | $287K | Buy |
3,534
+2,277
| +181% | +$185K | 0.09% | 66 |
|
|
2021
Q3 | $104K | Buy |
1,257
+208
| +20% | +$17.2K | 0.04% | 90 |
|
|
2021
Q2 | $87K | Buy |
1,049
+271
| +35% | +$22.5K | 0.03% | 96 |
|
|
2021
Q1 | $64K | Buy |
+778
| New | +$64K | 0.03% | 107 |
|
|
2017
Q4 | – | Sell |
-699
| Closed | -$56K | – | 325 |
|
|
2017
Q3 | $56K | Buy |
699
+4
| +0.6% | +$320 | 0.04% | 89 |
|
|
2017
Q2 | $56K | Buy |
+695
| New | +$56K | 0.04% | 108 |
|