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 |
|