WCM
Windsor Capital Management’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 | $410K | Sell |
5,154
-334
| -6% | -$26.6K | 0.12% | 93 |
|
|
2025
Q1 | $433K | Sell |
5,488
-786
| -13% | -$62.1K | 0.13% | 89 |
|
|
2024
Q4 | $489K | Sell |
6,274
-33
| -0.5% | -$2.57K | 0.15% | 86 |
|
|
2024
Q3 | $501K | Sell |
6,307
-865
| -12% | -$68.7K | 0.15% | 87 |
|
|
2024
Q2 | $554K | Sell |
7,172
-2,051
| -22% | -$158K | 0.17% | 75 |
|
|
2024
Q1 | $713K | Sell |
9,223
-37
| -0.4% | -$2.86K | 0.22% | 67 |
|
|
2023
Q4 | $716K | Sell |
9,260
-22
| -0.2% | -$1.7K | 0.23% | 65 |
|
|
2023
Q3 | $698K | Sell |
9,282
-1,528
| -14% | -$115K | 0.24% | 62 |
|
|
2023
Q2 | $818K | Sell |
10,810
-674
| -6% | -$51K | 0.27% | 56 |
|
|
2023
Q1 | $875K | Sell |
11,484
-648
| -5% | -$49.4K | 0.3% | 52 |
|
|
2022
Q4 | $912K | Sell |
12,132
-1,569
| -11% | -$118K | 0.33% | 50 |
|
|
2022
Q3 | $1.02M | Sell |
13,701
-2,827
| -17% | -$210K | 0.38% | 47 |
|
|
2022
Q2 | $1.26M | Sell |
16,528
-100,107
| -86% | -$7.63M | 0.45% | 43 |
|
|
2022
Q1 | $9.11M | Sell |
116,635
-818
| -0.7% | -$63.9K | 2.83% | 10 |
|
|
2021
Q4 | $9.54M | Buy |
117,453
+4,507
| +4% | +$366K | 2.88% | 9 |
|
|
2021
Q3 | $9.31M | Buy |
112,946
+3,901
| +4% | +$321K | 2.98% | 7 |
|
|
2021
Q2 | $9.02M | Buy |
109,045
+6,873
| +7% | +$568K | 2.98% | 10 |
|
|
2021
Q1 | $8.43M | Buy |
102,172
+13,080
| +15% | +$1.08M | 2.92% | 10 |
|
|
2020
Q4 | $7.42M | Buy |
89,092
+1,539
| +2% | +$128K | 2.77% | 11 |
|
|
2020
Q3 | $7.25M | Buy |
87,553
+1,885
| +2% | +$156K | 3.03% | 9 |
|
|
2020
Q2 | $7.08M | Buy |
85,668
+7,873
| +10% | +$651K | 3.05% | 10 |
|
|
2020
Q1 | $6.15M | Sell |
77,795
-2,427
| -3% | -$192K | 3.11% | 9 |
|
|
2019
Q4 | $6.5M | Buy |
80,222
+4,714
| +6% | +$382K | 2.73% | 11 |
|
|
2019
Q3 | $6.12M | Buy |
75,508
+201
| +0.3% | +$16.3K | 2.73% | 11 |
|
|
2019
Q2 | $6.08M | Sell |
75,307
-380
| -0.5% | -$30.7K | 2.79% | 9 |
|
|
2019
Q1 | $6.04M | Sell |
75,687
-2,699
| -3% | -$215K | 2.85% | 9 |
|
|
2018
Q4 | $6.11M | Sell |
78,386
-5,701
| -7% | -$444K | 3.16% | 8 |
|
|
2018
Q3 | $6.57M | Buy |
84,087
+1,909
| +2% | +$149K | 2.97% | 7 |
|
|
2018
Q2 | $6.42M | Sell |
82,178
-5,792
| -7% | -$452K | 2.99% | 7 |
|
|
2018
Q1 | $6.9M | Sell |
87,970
-15,215
| -15% | -$1.19M | 3.25% | 7 |
|
|
2017
Q4 | $8.18M | Sell |
103,185
-430
| -0.4% | -$34.1K | 3.81% | 7 |
|
|
2017
Q3 | $8.29M | Hold |
103,615
| – | – | 4.19% | 7 |
|
|
2017
Q2 | $8.29M | Buy |
103,615
+4,616
| +5% | +$369K | 4.17% | 7 |
|
|
2017
Q1 | $7.89M | Buy |
98,999
+2,886
| +3% | +$230K | 4.09% | 8 |
|
|
2016
Q4 | $7.63M | Buy |
96,113
+15,129
| +19% | +$1.2M | 4.12% | 6 |
|
|
2016
Q3 | $6.52M | Buy |
80,984
+21,789
| +37% | +$1.76M | 3.57% | 8 |
|
|
2016
Q2 | $4.79M | Buy |
59,195
+14,238
| +32% | +$1.15M | 2.79% | 10 |
|
|
2016
Q1 | $3.6M | Buy |
44,957
+22,687
| +102% | +$1.82M | 2.24% | 14 |
|
|
2015
Q4 | $1.76M | Buy |
22,270
+1,717
| +8% | +$136K | 1.1% | 25 |
|
|
2015
Q3 | $1.64M | Buy |
20,553
+14,417
| +235% | +$1.15M | 0.96% | 26 |
|
|
2015
Q2 | $488K | Buy |
6,136
+1,054
| +21% | +$83.8K | 0.28% | 64 |
|
|
2015
Q1 | $408K | Buy |
5,082
+1,926
| +61% | +$155K | 0.24% | 68 |
|
|
2014
Q4 | $251K | Buy |
+3,156
| New | +$251K | 0.14% | 90 |
|