Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,293
| Closed | -$177K | – | 750 |
|
|
2023
Q4 | $177K | Buy |
2,293
+2,185
| +2,023% | +$169K | 0.04% | 177 |
|
|
2023
Q3 | $8.12K | Hold |
108
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $8.17K | Buy |
+108
| New | +$8.17K | ﹤0.01% | 440 |
|
|
2022
Q2 | – | Sell |
-111
| Closed | -$9K | – | 889 |
|
|
2022
Q1 | $9K | Hold |
111
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $9K | Buy |
+111
| New | +$9K | ﹤0.01% | 428 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$5K | – | 216 |
|
|
2018
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 189 |
|
|
2018
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 181 |
|
|
2018
Q1 | $4K | Sell |
60
-75
| -56% | -$5K | ﹤0.01% | 192 |
|
|
2017
Q4 | $10K | Hold |
135
| – | – | ﹤0.01% | 175 |
|
|
2017
Q3 | $11K | Sell |
135
-424
| -76% | -$34.5K | 0.01% | 173 |
|
|
2017
Q2 | $45K | Sell |
559
-50
| -8% | -$4.03K | 0.02% | 135 |
|
|
2017
Q1 | $49K | Sell |
609
-80
| -12% | -$6.44K | 0.03% | 130 |
|
|
2016
Q4 | $55K | Buy |
689
+174
| +34% | +$13.9K | 0.03% | 123 |
|
|
2016
Q3 | $42K | Buy |
+515
| New | +$42K | 0.02% | 224 |
|