AFS
Annapolis Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.9M | Buy |
149,865
+540
| +0.4% | +$42.9K | 3.52% | 8 |
|
|
2024
Q2 | $11.5M | Sell |
149,325
-5,709
| -4% | -$441K | 3.74% | 8 |
|
|
2024
Q1 | $12M | Sell |
155,034
-20,773
| -12% | -$1.61M | 3.95% | 6 |
|
|
2023
Q4 | $13.6M | Buy |
175,807
+1,732
| +1% | +$134K | 3.41% | 7 |
|
|
2023
Q3 | $13.1M | Buy |
174,075
+1,026
| +0.6% | +$77.1K | 3.78% | 6 |
|
|
2023
Q2 | $13.1M | Buy |
173,049
+5,591
| +3% | +$423K | 3.73% | 6 |
|
|
2023
Q1 | $12.8M | Buy |
167,458
+7,954
| +5% | +$606K | 3.87% | 6 |
|
|
2022
Q4 | $12M | Sell |
159,504
-2,029
| -1% | -$153K | 3.89% | 5 |
|
|
2022
Q3 | $12M | Buy |
161,533
+2,737
| +2% | +$203K | 4.4% | 5 |
|
|
2022
Q2 | $12.1M | Sell |
158,796
-46,062
| -22% | -$3.51M | 4.4% | 5 |
|
|
2022
Q1 | $16M | Sell |
204,858
-1,570
| -0.8% | -$123K | 5.2% | 3 |
|
|
2021
Q4 | $16.8M | Buy |
206,428
+8,988
| +5% | +$730K | 5.21% | 3 |
|
|
2021
Q3 | $16.3M | Buy |
197,440
+9,063
| +5% | +$747K | 5.4% | 4 |
|
|
2021
Q2 | $15.6M | Buy |
188,377
+4,293
| +2% | +$355K | 5.23% | 5 |
|
|
2021
Q1 | $15.2M | Buy |
184,084
+3,735
| +2% | +$308K | 5.56% | 4 |
|
|
2020
Q4 | $15M | Buy |
+180,349
| New | +$15M | 5.84% | 4 |
|