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Ballast Advisors’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
Q4 | – | Sell |
-1,410
| Closed | -$106K | – | 183 |
|
|
2023
Q3 | $106K | Sell |
1,410
-86
| -6% | -$6.46K | 0.04% | 129 |
|
|
2023
Q2 | $113K | Buy |
+1,496
| New | +$113K | 0.04% | 132 |
|
|
2020
Q4 | – | Sell |
-2,964
| Closed | -$246K | – | 179 |
|
|
2020
Q3 | $246K | Hold |
2,964
| – | – | 0.15% | 80 |
|
|
2020
Q2 | $245K | Sell |
2,964
-228
| -7% | -$18.8K | 0.17% | 75 |
|
|
2020
Q1 | $252K | Sell |
3,192
-20
| -0.6% | -$1.58K | 0.24% | 63 |
|
|
2019
Q4 | $260K | Buy |
+3,212
| New | +$260K | 0.19% | 75 |
|