Berger Financial Group’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 | $636K | Sell |
8,002
-992
| -11% | -$78.9K | 0.04% | 240 |
|
|
2025
Q1 | $710K | Sell |
8,994
-189
| -2% | -$14.9K | 0.05% | 217 |
|
|
2024
Q4 | $716K | Sell |
9,183
-482
| -5% | -$37.6K | 0.05% | 208 |
|
|
2024
Q3 | $768K | Sell |
9,665
-6
| -0.1% | -$477 | 0.06% | 181 |
|
|
2024
Q2 | $747K | Sell |
9,671
-393
| -4% | -$30.4K | 0.06% | 170 |
|
|
2024
Q1 | $778K | Sell |
10,064
-277
| -3% | -$21.4K | 0.06% | 171 |
|
|
2023
Q4 | $800K | Buy |
10,341
+1,397
| +16% | +$108K | 0.08% | 138 |
|
|
2023
Q3 | $672K | Sell |
8,944
-1,132
| -11% | -$85.1K | 0.08% | 137 |
|
|
2023
Q2 | $762K | Sell |
10,076
-188
| -2% | -$14.2K | 0.09% | 131 |
|
|
2023
Q1 | $782K | Sell |
10,264
-40
| -0.4% | -$3.05K | 0.09% | 125 |
|
|
2022
Q4 | $775K | Sell |
10,304
-699
| -6% | -$52.6K | 0.1% | 122 |
|
|
2022
Q3 | $817K | Sell |
11,003
-519
| -5% | -$38.5K | 0.12% | 111 |
|
|
2022
Q2 | $879K | Sell |
11,522
-496
| -4% | -$37.8K | 0.13% | 99 |
|
|
2022
Q1 | $938K | Buy |
12,018
+1,689
| +16% | +$132K | 0.12% | 104 |
|
|
2021
Q4 | $839K | Buy |
10,329
+775
| +8% | +$63K | 0.11% | 114 |
|
|
2021
Q3 | $787K | Sell |
9,554
-47
| -0.5% | -$3.87K | 0.14% | 88 |
|
|
2021
Q2 | $794K | Sell |
9,601
-500
| -5% | -$41.4K | 0.14% | 89 |
|
|
2021
Q1 | $833K | Sell |
10,101
-65
| -0.6% | -$5.36K | 0.18% | 79 |
|
|
2020
Q4 | $846K | Buy |
+10,166
| New | +$846K | 0.15% | 100 |
|