BSW
Buckingham Strategic Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $310K | Sell |
4,010
-282
| -7% | -$21.8K | ﹤0.01% | 592 |
|
|
2024
Q1 | $332K | Buy |
+4,292
| New | +$332K | ﹤0.01% | 565 |
|
|
2023
Q4 | – | Sell |
-5,508
| Closed | -$414K | – | 743 |
|
|
2023
Q3 | $414K | Sell |
5,508
-5,763
| -51% | -$433K | 0.01% | 460 |
|
|
2023
Q2 | $853K | Buy |
11,271
+6,872
| +156% | +$520K | 0.01% | 317 |
|
|
2023
Q1 | $331K | Hold |
4,399
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $331K | Sell |
4,399
-1,050
| -19% | -$79K | 0.01% | 467 |
|
|
2022
Q3 | $405K | Sell |
5,449
-14,891
| -73% | -$1.11M | 0.01% | 410 |
|
|
2022
Q2 | $1.55M | Buy |
20,340
+6,082
| +43% | +$464K | 0.03% | 204 |
|
|
2022
Q1 | $1.11M | Buy |
14,258
+2,991
| +27% | +$233K | 0.02% | 245 |
|
|
2021
Q4 | $916K | Sell |
11,267
-2,713
| -19% | -$221K | 0.02% | 265 |
|
|
2021
Q3 | $1.15M | Buy |
13,980
+1,807
| +15% | +$149K | 0.02% | 239 |
|
|
2021
Q2 | $1.01M | Sell |
12,173
-1,632
| -12% | -$135K | 0.02% | 253 |
|
|
2021
Q1 | $1.14M | Buy |
13,805
+1,602
| +13% | +$132K | 0.06% | 220 |
|
|
2020
Q4 | $1.02M | Buy |
12,203
+5,676
| +87% | +$473K | 0.05% | 219 |
|
|
2020
Q3 | $541K | Sell |
6,527
-1,232
| -16% | -$102K | 0.04% | 250 |
|
|
2020
Q2 | $641K | Buy |
+7,759
| New | +$641K | 0.06% | 191 |
|
|
2019
Q2 | – | Sell |
-3,078
| Closed | -$246K | – | 466 |
|
|
2019
Q1 | $246K | Buy |
+3,078
| New | +$246K | 0.03% | 347 |
|
|
2018
Q4 | – | Sell |
-16,702
| Closed | -$1.31M | – | 384 |
|
|
2018
Q3 | $1.31M | Sell |
16,702
-1,939
| -10% | -$152K | 0.2% | 101 |
|
|
2018
Q2 | $1.46M | Buy |
+18,641
| New | +$1.46M | 0.24% | 97 |
|
|
2017
Q4 | – | Sell |
-4,575
| Closed | -$367K | – | 327 |
|
|
2017
Q3 | $367K | Sell |
4,575
-546
| -11% | -$43.8K | 0.09% | 191 |
|
|
2017
Q2 | $410K | Sell |
5,121
-308
| -6% | -$24.7K | 0.1% | 177 |
|
|
2017
Q1 | $433K | Sell |
5,429
-480
| -8% | -$38.3K | 0.13% | 154 |
|
|
2016
Q4 | $469K | Sell |
5,909
-384
| -6% | -$30.5K | 0.15% | 122 |
|
|
2016
Q3 | $507K | Sell |
6,293
-789
| -11% | -$63.6K | 0.17% | 110 |
|
|
2016
Q2 | $573K | Sell |
7,082
-352
| -5% | -$28.5K | 0.19% | 107 |
|
|
2016
Q1 | $595K | Buy |
+7,434
| New | +$595K | 0.2% | 94 |
|
|
2015
Q2 | – | Sell |
-8,425
| Closed | -$676K | – | 237 |
|
|
2015
Q1 | $676K | Buy |
+8,425
| New | +$676K | 0.25% | 73 |
|