AE Wealth Management’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 | $260K | Sell |
3,270
-10,926
| -77% | -$869K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $1.12M | Sell |
14,196
-16,895
| -54% | -$1.33M | 0.01% | 675 |
|
|
2024
Q4 | $2.43M | Sell |
31,091
-7,310
| -19% | -$570K | 0.02% | 485 |
|
|
2024
Q3 | $3.05M | Sell |
38,401
-2,151
| -5% | -$171K | 0.03% | 432 |
|
|
2024
Q2 | $3.13M | Sell |
40,552
-15
| -0% | -$1.16K | 0.03% | 427 |
|
|
2024
Q1 | $3.14M | Sell |
40,567
-36,860
| -48% | -$2.85M | 0.04% | 394 |
|
|
2023
Q4 | $5.99M | Sell |
77,427
-134,212
| -63% | -$10.4M | 0.03% | 540 |
|
|
2023
Q3 | $15.9M | Buy |
211,639
+4,619
| +2% | +$347K | 0.1% | 237 |
|
|
2023
Q2 | $15.7M | Sell |
207,020
-19,628
| -9% | -$1.49M | 0.09% | 258 |
|
|
2023
Q1 | $17.3M | Buy |
226,648
+5,331
| +2% | +$406K | 0.11% | 225 |
|
|
2022
Q4 | $16.6M | Sell |
221,317
-25,619
| -10% | -$1.93M | 0.12% | 197 |
|
|
2022
Q3 | $18.3M | Sell |
246,936
-21,567
| -8% | -$1.6M | 0.15% | 149 |
|
|
2022
Q2 | $20.5M | Sell |
268,503
-23,685
| -8% | -$1.81M | 0.16% | 152 |
|
|
2022
Q1 | $22.8M | Buy |
292,188
+110,767
| +61% | +$8.65M | 0.16% | 142 |
|
|
2021
Q4 | $14.7M | Sell |
181,421
-28,784
| -14% | -$2.34M | 0.1% | 200 |
|
|
2021
Q3 | $17.3M | Buy |
210,205
+22,979
| +12% | +$1.89M | 0.14% | 157 |
|
|
2021
Q2 | $15.5M | Sell |
187,226
-16,532
| -8% | -$1.37M | 0.14% | 153 |
|
|
2021
Q1 | $16.8M | Buy |
203,758
+86,696
| +74% | +$7.15M | 0.17% | 129 |
|
|
2020
Q4 | $9.75M | Sell |
117,062
-1,442
| -1% | -$120K | 0.11% | 182 |
|
|
2020
Q3 | $9.82M | Buy |
118,504
+25,684
| +28% | +$2.13M | 0.14% | 144 |
|
|
2020
Q2 | $7.67M | Buy |
92,820
+7,609
| +9% | +$629K | 0.12% | 164 |
|
|
2020
Q1 | $6.74M | Buy |
85,211
+5,649
| +7% | +$447K | 0.15% | 132 |
|
|
2019
Q4 | $6.45M | Buy |
79,562
+16,621
| +26% | +$1.35M | 0.14% | 141 |
|
|
2019
Q3 | $5.1M | Buy |
62,941
+52,567
| +507% | +$4.26M | 0.15% | 138 |
|
|
2019
Q2 | $837K | Buy |
10,374
+5,256
| +103% | +$424K | 0.03% | 455 |
|
|
2019
Q1 | $408K | Sell |
5,118
-11,656
| -69% | -$929K | 0.03% | 392 |
|
|
2018
Q4 | $1.31M | Buy |
16,774
+13,811
| +466% | +$1.08M | 0.22% | 113 |
|
|
2018
Q3 | $232K | Buy |
+2,963
| New | +$232K | 0.01% | 519 |
|