WPWM
Windward Private Wealth 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 | $3.5M | Sell |
43,984
-784
| -2% | -$62.3K | 1.26% | 15 |
|
|
2025
Q1 | $3.53M | Sell |
44,768
-728
| -2% | -$57.5K | 1.38% | 13 |
|
|
2024
Q4 | $3.55M | Sell |
45,496
-2,155
| -5% | -$168K | 1.38% | 13 |
|
|
2024
Q3 | $3.78M | Sell |
47,651
-7,344
| -13% | -$583K | 1.45% | 13 |
|
|
2024
Q2 | $4.25M | Buy |
54,995
+285
| +0.5% | +$22K | 1.72% | 12 |
|
|
2024
Q1 | $4.23M | Sell |
54,710
-11,029
| -17% | -$853K | 1.73% | 12 |
|
|
2023
Q4 | $5.09M | Sell |
65,739
-2,975
| -4% | -$230K | 2.13% | 10 |
|
|
2023
Q3 | $5.16M | Sell |
68,714
-1,221
| -2% | -$91.8K | 2.34% | 10 |
|
|
2023
Q2 | $5.29M | Sell |
69,935
-21,699
| -24% | -$1.64M | 2.34% | 10 |
|
|
2023
Q1 | $6.99M | Sell |
91,634
-4,213
| -4% | -$321K | 2.98% | 9 |
|
|
2022
Q4 | $7.21M | Buy |
95,847
+22,979
| +32% | +$1.73M | 3.19% | 9 |
|
|
2022
Q3 | $5.41M | Buy |
72,868
+36,728
| +102% | +$2.73M | 2.61% | 11 |
|
|
2022
Q2 | $2.76M | Sell |
36,140
-46,466
| -56% | -$3.54M | 1.27% | 16 |
|
|
2022
Q1 | $6.45M | Buy |
82,606
+37,246
| +82% | +$2.91M | 2.66% | 11 |
|
|
2021
Q4 | $3.69M | Buy |
45,360
+14,288
| +46% | +$1.16M | 1.42% | 14 |
|
|
2021
Q3 | $2.56M | Buy |
31,072
+1,173
| +4% | +$96.7K | 1.04% | 18 |
|
|
2021
Q2 | $2.47M | Sell |
29,899
-49,696
| -62% | -$4.11M | 1.01% | 19 |
|
|
2021
Q1 | $6.57M | Buy |
79,595
+59,158
| +289% | +$4.88M | 2.91% | 11 |
|
|
2020
Q4 | $1.7M | Buy |
+20,437
| New | +$1.7M | 0.79% | 25 |
|