Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $217K | Buy |
2,798
+3
| +0.1% | +$232 | 0.02% | 196 |
|
|
2023
Q3 | $210K | Sell |
2,795
-320
| -10% | -$24K | 0.02% | 190 |
|
|
2023
Q2 | $236K | Buy |
3,115
+221
| +8% | +$16.7K | 0.02% | 175 |
|
|
2023
Q1 | $221K | Buy |
2,894
+183
| +7% | +$14K | 0.02% | 178 |
|
|
2022
Q4 | $204K | Buy |
2,711
+22
| +0.8% | +$1.66K | 0.02% | 184 |
|
|
2022
Q3 | $200K | Buy |
2,689
+13
| +0.5% | +$967 | 0.02% | 178 |
|
|
2022
Q2 | $204K | Sell |
2,676
-9,408
| -78% | -$717K | 0.02% | 172 |
|
|
2022
Q1 | $944K | Buy |
12,084
+9,092
| +304% | +$710K | 0.08% | 80 |
|
|
2021
Q4 | $243K | Buy |
2,992
+22
| +0.7% | +$1.79K | 0.02% | 171 |
|
|
2021
Q3 | $245K | Buy |
2,970
+63
| +2% | +$5.2K | 0.02% | 139 |
|
|
2021
Q2 | $240K | Buy |
+2,907
| New | +$240K | 0.02% | 136 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$2K | – | 752 |
|
|
2020
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 519 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$7K | – | 713 |
|
|
2018
Q4 | $7K | Sell |
92
-1
| -1% | -$76 | ﹤0.01% | 417 |
|
|
2018
Q3 | $7K | Hold |
93
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $7K | Buy |
93
+2
| +2% | +$151 | ﹤0.01% | 415 |
|
|
2018
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 400 |
|
|
2017
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 383 |
|