AG
Appleton Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,701
| Closed | -$1.43M | – | 48 |
|
|
2023
Q1 | $1.43M | Sell |
18,701
-1,480
| -7% | -$113K | 2.78% | 4 |
|
|
2022
Q4 | $1.52M | Buy |
20,181
+233
| +1% | +$17.5K | 2.23% | 9 |
|
|
2022
Q3 | $1.48M | Sell |
19,948
-670
| -3% | -$49.8K | 4.23% | 5 |
|
|
2022
Q2 | $1.57M | Buy |
20,618
+133
| +0.6% | +$10.1K | 9.15% | 2 |
|
|
2022
Q1 | $1.6M | Sell |
20,485
-533
| -3% | -$41.6K | 2.23% | 7 |
|
|
2021
Q4 | $1.71M | Sell |
21,018
-99
| -0.5% | -$8.05K | 1.71% | 8 |
|
|
2021
Q3 | $1.74M | Sell |
21,117
-593
| -3% | -$48.9K | 1.5% | 10 |
|
|
2021
Q2 | $1.8M | Sell |
21,710
-5,961
| -22% | -$493K | 1.38% | 13 |
|
|
2021
Q1 | $2.28M | Buy |
27,671
+2,710
| +11% | +$224K | 2.99% | 5 |
|
|
2020
Q4 | $2.08M | Sell |
24,961
-4,311
| -15% | -$359K | 2.03% | 10 |
|
|
2020
Q3 | $2.43M | Buy |
29,272
+3,344
| +13% | +$277K | 3.8% | 6 |
|
|
2020
Q2 | $2.14M | Buy |
+25,928
| New | +$2.14M | 2.58% | 9 |
|
|
2020
Q1 | – | Sell |
-21,366
| Closed | -$1.73M | – | 26 |
|
|
2019
Q4 | $1.73M | Sell |
21,366
-19,377
| -48% | -$1.57M | 2.2% | 10 |
|
|
2019
Q3 | $3.3M | Sell |
40,743
-13,517
| -25% | -$1.1M | 3.83% | 9 |
|
|
2019
Q2 | $4.38M | Sell |
54,260
-1,709
| -3% | -$138K | 4.89% | 9 |
|
|
2019
Q1 | $4.46M | Buy |
+55,969
| New | +$4.46M | 4.3% | 10 |
|
|
2018
Q4 | – | Sell |
-60,566
| Closed | -$4.73M | – | 23 |
|
|
2018
Q3 | $4.73M | Sell |
60,566
-2,199
| -4% | -$172K | 5.02% | 9 |
|
|
2018
Q2 | $4.9M | Buy |
62,765
+2,586
| +4% | +$202K | 6.44% | 7 |
|
|
2018
Q1 | $4.72M | Buy |
60,179
+573
| +1% | +$44.9K | 5.42% | 9 |
|
|
2017
Q4 | $4.73M | Buy |
59,606
+3,669
| +7% | +$291K | 4.69% | 11 |
|
|
2017
Q3 | $4.48M | Buy |
55,937
+937
| +2% | +$75.1K | 4.81% | 11 |
|
|
2017
Q2 | $4.4M | Sell |
55,000
-539
| -1% | -$43.1K | 4.98% | 10 |
|
|
2017
Q1 | $4.43M | Sell |
55,539
-1,647
| -3% | -$131K | 5.12% | 10 |
|
|
2016
Q4 | $4.54M | Buy |
57,186
+17,182
| +43% | +$1.36M | 5.99% | 8 |
|
|
2016
Q3 | $3.22M | Buy |
40,004
+22,706
| +131% | +$1.83M | 3.89% | 11 |
|
|
2016
Q2 | $1.4M | Buy |
17,298
+2,136
| +14% | +$173K | 2.33% | 12 |
|
|
2016
Q1 | $1.21M | Buy |
15,162
+1,762
| +13% | +$141K | 1.44% | 11 |
|
|
2015
Q4 | $1.06M | Sell |
13,400
-462
| -3% | -$36.5K | 1.38% | 11 |
|
|
2015
Q3 | $1.11M | Sell |
13,862
-137
| -1% | -$10.9K | 3.23% | 11 |
|
|
2015
Q2 | $1.11M | Buy |
13,999
+741
| +6% | +$59K | 1.27% | 14 |
|
|
2015
Q1 | $1.06M | Buy |
13,258
+3,723
| +39% | +$299K | 1.13% | 14 |
|
|
2014
Q4 | $759K | Buy |
9,535
+685
| +8% | +$54.5K | 0.92% | 13 |
|
|
2014
Q3 | $707K | Buy |
8,850
+2,039
| +30% | +$163K | 0.89% | 14 |
|
|
2014
Q2 | $547K | Sell |
6,811
-712
| -9% | -$57.2K | 0.61% | 14 |
|
|
2014
Q1 | $602K | Buy |
+7,523
| New | +$602K | 0.74% | 14 |
|