Beaumont Financial Advisors’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 | $1.39M | Sell |
17,448
-293
| -2% | -$23.3K | 0.1% | 121 |
|
|
2025
Q1 | $1.4M | Sell |
17,741
-2,106
| -11% | -$166K | 0.11% | 122 |
|
|
2024
Q4 | $1.55M | Sell |
19,847
-784
| -4% | -$61.2K | 0.12% | 112 |
|
|
2024
Q3 | $1.64M | Buy |
20,631
+3,075
| +18% | +$244K | 0.13% | 102 |
|
|
2024
Q2 | $1.36M | Hold |
17,556
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $1.36M | Sell |
17,556
-690
| -4% | -$53.3K | 0.11% | 120 |
|
|
2023
Q4 | $1.41M | Sell |
18,246
-679
| -4% | -$52.5K | 0.13% | 113 |
|
|
2023
Q3 | $1.42M | Sell |
18,925
-6,466
| -25% | -$486K | 0.14% | 103 |
|
|
2023
Q2 | $1.92M | Buy |
25,391
+95
| +0.4% | +$7.19K | 0.18% | 86 |
|
|
2023
Q1 | $1.93M | Sell |
25,296
-360
| -1% | -$27.4K | 0.2% | 77 |
|
|
2022
Q4 | $1.93M | Buy |
25,656
+11,014
| +75% | +$828K | 0.19% | 79 |
|
|
2022
Q3 | $1.09M | Buy |
14,642
+4,603
| +46% | +$342K | 0.1% | 109 |
|
|
2022
Q2 | $766K | Sell |
10,039
-2,000
| -17% | -$153K | 0.07% | 144 |
|
|
2022
Q1 | $940K | Sell |
12,039
-535
| -4% | -$41.8K | 0.07% | 159 |
|
|
2021
Q4 | $1.02M | Buy |
12,574
+9,788
| +351% | +$796K | 0.07% | 143 |
|
|
2021
Q3 | $230K | Sell |
2,786
-240
| -8% | -$19.8K | 0.02% | 322 |
|
|
2021
Q2 | $250K | Sell |
3,026
-50
| -2% | -$4.13K | 0.02% | 327 |
|
|
2021
Q1 | $254K | Buy |
3,076
+200
| +7% | +$16.5K | 0.02% | 300 |
|
|
2020
Q4 | $239K | Buy |
+2,876
| New | +$239K | 0.02% | 303 |
|
|
2019
Q1 | – | Sell |
-2,660
| Closed | -$207K | – | 244 |
|
|
2018
Q4 | $207K | Hold |
2,660
| – | – | 0.03% | 182 |
|
|
2018
Q3 | $208K | Sell |
2,660
-608
| -19% | -$47.5K | 0.02% | 219 |
|
|
2018
Q2 | $255K | Buy |
+3,268
| New | +$255K | 0.03% | 172 |
|