Asset Planning Services (Pennsylvania)’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
2021
Q4
$12.5M Buy
154,094
+11,671
+8% +$948K 5.79% 3
2021
Q3
$11.7M Buy
142,423
+7,673
+6% +$632K 5.64% 3
2021
Q2
$11.1M Buy
134,750
+11,943
+10% +$988K 5.36% 3
2021
Q1
$10.1M Buy
122,807
+5,800
+5% +$479K 4.67% 3
2020
Q4
$9.74M Sell
117,007
-27,138
-19% -$2.26M 4.67% 4
2020
Q3
$11.9M Buy
144,145
+10,047
+7% +$832K 5.17% 5
2020
Q2
$11.1M Sell
134,098
-38
-0% -$3.14K 4.79% 5
2020
Q1
$10.6M Sell
134,136
-8,228
-6% -$651K 5.25% 5
2019
Q4
$11.6M Buy
142,364
+16,967
+14% +$1.38M 4.81% 5
2019
Q3
$10.2M Buy
125,397
+14,299
+13% +$1.16M 4.4% 5
2019
Q2
$8.96M Buy
111,098
+6,031
+6% +$487K 3.95% 8
2019
Q1
$8.38M Buy
105,067
+5,072
+5% +$405K 3.89% 7
2018
Q4
$7.79M Buy
99,995
+3,674
+4% +$286K 3.95% 6
2018
Q3
$7.49M Buy
96,321
+5,898
+7% +$458K 3.56% 7
2018
Q2
$7.06M Buy
90,423
+12,720
+16% +$993K 3.45% 7
2018
Q1
$6.09M Buy
77,703
+11,952
+18% +$937K 3.13% 8
2017
Q4
$5.21M Buy
65,751
+10,837
+20% +$859K 2.69% 9
2017
Q3
$4.4M Buy
54,914
+28,834
+111% +$2.31M 2.43% 9
2017
Q2
$2.09M Buy
26,080
+16,465
+171% +$1.32M 1.33% 18
2017
Q1
$767K Buy
9,615
+4,911
+104% +$392K 0.52% 35
2016
Q4
$373K Buy
4,704
+222
+5% +$17.6K 0.29% 46
2016
Q3
$361K Buy
4,482
+213
+5% +$17.2K 0.3% 47
2016
Q2
$345K Buy
4,269
+146
+4% +$11.8K 0.3% 47
2016
Q1
$330K Sell
4,123
-95
-2% -$7.6K 0.3% 46
2015
Q4
$333K Sell
4,218
-912
-18% -$72K 0.32% 44
2015
Q3
$409K Buy
5,130
+25
+0.5% +$1.99K 0.41% 40
2015
Q2
$406K Buy
+5,105
New +$406K 0.39% 40