APC
Asset Planning Corporation’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
Q4 | – | Sell |
-2,822
| Closed | -$224K | – | 46 |
|
|
2024
Q3 | $224K | Sell |
2,822
-8,482
| -75% | -$674K | 0.15% | 42 |
|
|
2024
Q2 | $873K | Sell |
11,304
-2,172
| -16% | -$168K | 0.65% | 26 |
|
|
2024
Q1 | $1.04M | Sell |
13,476
-415
| -3% | -$32.1K | 0.76% | 24 |
|
|
2023
Q4 | $1.07M | Sell |
13,891
-119,444
| -90% | -$9.24M | 0.83% | 21 |
|
|
2023
Q3 | $10M | Sell |
133,335
-534
| -0.4% | -$40.1K | 7.71% | 3 |
|
|
2023
Q2 | $10.1M | Sell |
133,869
-22,744
| -15% | -$1.72M | 7.7% | 4 |
|
|
2023
Q1 | $11.9M | Buy |
156,613
+2,039
| +1% | +$155K | 9.59% | 3 |
|
|
2022
Q4 | $11.6M | Sell |
154,574
-15,479
| -9% | -$1.16M | 9.68% | 3 |
|
|
2022
Q3 | $12.6M | Sell |
170,053
-21,667
| -11% | -$1.61M | 11.82% | 1 |
|
|
2022
Q2 | $14.6M | Buy |
191,720
+43,196
| +29% | +$3.29M | 12.7% | 1 |
|
|
2022
Q1 | $11.6M | Buy |
148,524
+16,063
| +12% | +$1.25M | 10.12% | 3 |
|
|
2021
Q4 | $10.8M | Buy |
132,461
+3,991
| +3% | +$324K | 9.21% | 4 |
|
|
2021
Q3 | $10.6M | Buy |
128,470
+11,401
| +10% | +$940K | 9.8% | 4 |
|
|
2021
Q2 | $9.68M | Buy |
117,069
+7,880
| +7% | +$652K | 9.43% | 3 |
|
|
2021
Q1 | $9.01M | Buy |
109,189
+13,897
| +15% | +$1.15M | 9.37% | 4 |
|
|
2020
Q4 | $7.93M | Buy |
+95,292
| New | +$7.93M | 7.87% | 7 |
|