BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.66M | Sell |
89,647
-6,643
| -7% | -$493K | 1.04% | 32 |
|
|
2022
Q2 | $7.34M | Sell |
96,290
-15,491
| -14% | -$1.18M | 1.05% | 32 |
|
|
2022
Q1 | $8.73M | Sell |
111,781
-60,545
| -35% | -$4.73M | 1.07% | 31 |
|
|
2021
Q4 | $14M | Sell |
172,326
-82,293
| -32% | -$6.69M | 1.58% | 26 |
|
|
2021
Q3 | $21M | Buy |
254,619
+6,859
| +3% | +$565K | 2.6% | 11 |
|
|
2021
Q2 | $20.5M | Buy |
+247,760
| New | +$20.5M | 2.56% | 11 |
|