Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
33,819
-490
| -1% | -$39K | 0.11% | 100 |
|
|
2025
Q1 | $2.71M | Buy |
34,309
+435
| +1% | +$34.3K | 0.12% | 104 |
|
|
2024
Q4 | $2.64M | Buy |
33,874
+10,551
| +45% | +$823K | 0.12% | 104 |
|
|
2024
Q3 | $1.85M | Buy |
23,323
+567
| +2% | +$45K | 0.08% | 124 |
|
|
2024
Q2 | $1.76M | Sell |
22,756
-1,718
| -7% | -$133K | 0.07% | 124 |
|
|
2024
Q1 | $1.89M | Buy |
24,474
+7,031
| +40% | +$544K | 0.09% | 114 |
|
|
2023
Q4 | $1.35M | Sell |
17,443
-778
| -4% | -$60.2K | 0.08% | 134 |
|
|
2023
Q3 | $1.37M | Sell |
18,221
-3,860
| -17% | -$290K | 0.1% | 131 |
|
|
2023
Q2 | $1.67M | Buy |
22,081
+7,497
| +51% | +$567K | 0.11% | 125 |
|
|
2023
Q1 | $1.11M | Buy |
14,584
+1,130
| +8% | +$86.1K | 0.06% | 187 |
|
|
2022
Q4 | $1.01M | Sell |
13,454
-551
| -4% | -$41.4K | 0.07% | 177 |
|
|
2022
Q3 | $1.04M | Buy |
14,005
+1,414
| +11% | +$105K | 0.08% | 144 |
|
|
2022
Q2 | $960K | Buy |
12,591
+2,716
| +28% | +$207K | 0.07% | 173 |
|
|
2022
Q1 | $771K | Sell |
9,875
-1,808
| -15% | -$141K | 0.05% | 223 |
|
|
2021
Q4 | $949K | Buy |
11,683
+8,185
| +234% | +$665K | 0.06% | 192 |
|
|
2021
Q3 | $288K | Buy |
+3,498
| New | +$288K | 0.02% | 298 |
|
|
2021
Q1 | – | Sell |
-3,239
| Closed | -$270K | – | 396 |
|
|
2020
Q4 | $270K | Buy |
+3,239
| New | +$270K | 0.03% | 265 |
|
|
2016
Q4 | – | Sell |
-8,484
| Closed | -$683K | – | 101 |
|
|
2016
Q3 | $683K | Buy |
+8,484
| New | +$683K | 0.28% | 30 |
|