Acorn Financial Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,615
| Closed | -$285K | – | 205 |
|
2025
Q1 | $285K | Hold |
3,615
| – | – | 0.05% | 153 |
|
2024
Q4 | $282K | Hold |
3,615
| – | – | 0.05% | 167 |
|
2024
Q3 | $287K | Hold |
3,615
| – | – | 0.05% | 165 |
|
2024
Q2 | $279K | Hold |
3,615
| – | – | 0.05% | 163 |
|
2024
Q1 | $279K | Sell |
3,615
-9,531
| -73% | -$737K | 0.05% | 167 |
|
2023
Q4 | $1.01M | Sell |
13,146
-983
| -7% | -$75.9K | 0.18% | 89 |
|
2023
Q3 | $1.06M | Buy |
14,129
+2,054
| +17% | +$154K | 0.19% | 80 |
|
2023
Q2 | $914K | Buy |
12,075
+2,833
| +31% | +$214K | 0.16% | 89 |
|
2023
Q1 | $705K | Sell |
9,242
-440
| -5% | -$33.5K | 0.14% | 103 |
|
2022
Q4 | $728K | Sell |
9,682
-183
| -2% | -$13.8K | 0.15% | 94 |
|
2022
Q3 | $731K | Buy |
9,865
+298
| +3% | +$22.1K | 0.17% | 88 |
|
2022
Q2 | $732K | Sell |
9,567
-60
| -0.6% | -$4.59K | 0.17% | 83 |
|
2022
Q1 | $750K | Buy |
9,627
+1,386
| +17% | +$108K | 0.15% | 97 |
|
2021
Q4 | $669K | Buy |
8,241
+1,315
| +19% | +$107K | 0.13% | 108 |
|
2021
Q3 | $572K | Buy |
6,926
+811
| +13% | +$67K | 0.18% | 119 |
|
2021
Q2 | $507K | Buy |
+6,115
| New | +$507K | 0.15% | 146 |
|
2021
Q1 | – | Sell |
-5,506
| Closed | -$458K | – | 227 |
|
2020
Q4 | $458K | Buy |
+5,506
| New | +$458K | 0.18% | 131 |
|