CFA
Cahill Financial Advisors’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
Q3 | – | Sell |
-48,822
| Closed | -$3.77M | – | 267 |
|
|
2024
Q2 | $3.77M | Sell |
48,822
-4,382
| -8% | -$339K | 0.52% | 37 |
|
|
2024
Q1 | $4.11M | Sell |
53,204
-1,277
| -2% | -$98.7K | 0.56% | 36 |
|
|
2023
Q4 | $4.22M | Sell |
54,481
-214
| -0.4% | -$16.6K | 0.62% | 34 |
|
|
2023
Q3 | $4.11M | Buy |
54,695
+15
| +0% | +$1.13K | 0.68% | 30 |
|
|
2023
Q2 | $4.14M | Sell |
54,680
-926
| -2% | -$70.1K | 0.67% | 30 |
|
|
2023
Q1 | $4.24M | Buy |
55,606
+1,721
| +3% | +$131K | 0.75% | 30 |
|
|
2022
Q4 | $4.05M | Sell |
53,885
-653
| -1% | -$49.1K | 0.78% | 29 |
|
|
2022
Q3 | $4.05M | Buy |
54,538
+821
| +2% | +$61K | 0.85% | 27 |
|
|
2022
Q2 | $4.1M | Buy |
53,717
+5,308
| +11% | +$405K | 0.87% | 28 |
|
|
2022
Q1 | $3.78M | Sell |
48,409
-615
| -1% | -$48K | 0.71% | 36 |
|
|
2021
Q4 | $3.98M | Buy |
49,024
+230
| +0.5% | +$18.7K | 0.77% | 32 |
|
|
2021
Q3 | $4.02M | Buy |
48,794
+3,244
| +7% | +$267K | 0.82% | 27 |
|
|
2021
Q2 | $3.77M | Buy |
45,550
+3,787
| +9% | +$313K | 0.85% | 26 |
|
|
2021
Q1 | $3.45M | Buy |
41,763
+1,816
| +5% | +$150K | 0.84% | 28 |
|
|
2020
Q4 | $3.33M | Buy |
39,947
+1,126
| +3% | +$93.8K | 0.84% | 28 |
|
|
2020
Q3 | $3.22M | Buy |
38,821
+971
| +3% | +$80.4K | 1.16% | 17 |
|
|
2020
Q2 | $3.13M | Sell |
37,850
-612
| -2% | -$50.6K | 1.21% | 18 |
|
|
2020
Q1 | $3.04M | Buy |
38,462
+705
| +2% | +$55.8K | 1.41% | 17 |
|
|
2019
Q4 | $3.06M | Sell |
37,757
-157
| -0.4% | -$12.7K | 1.11% | 22 |
|
|
2019
Q3 | $3.07M | Buy |
37,914
+1,899
| +5% | +$154K | 1.19% | 19 |
|
|
2019
Q2 | $2.91M | Buy |
36,015
+287
| +0.8% | +$23.2K | 1.15% | 20 |
|
|
2019
Q1 | $2.85M | Sell |
35,728
-1,456
| -4% | -$116K | 1.19% | 20 |
|
|
2018
Q4 | $2.9M | Buy |
37,184
+924
| +3% | +$72K | 1.45% | 17 |
|
|
2018
Q3 | $2.84M | Buy |
36,260
+3,511
| +11% | +$275K | 1.25% | 19 |
|
|
2018
Q2 | $2.56M | Buy |
32,749
+1,005
| +3% | +$78.5K | 1.18% | 19 |
|
|
2018
Q1 | $2.49M | Buy |
31,744
+372
| +1% | +$29.2K | 1.19% | 20 |
|
|
2017
Q4 | $2.49M | Buy |
31,372
+2,139
| +7% | +$170K | 1.25% | 21 |
|
|
2017
Q3 | $2.34M | Buy |
29,233
+1,714
| +6% | +$137K | 1.24% | 21 |
|
|
2017
Q2 | $2.2M | Sell |
27,519
-5,941
| -18% | -$476K | 1.22% | 23 |
|
|
2017
Q1 | $2.67M | Sell |
33,460
-862
| -3% | -$68.8K | 1.54% | 19 |
|
|
2016
Q4 | $2.73M | Buy |
34,322
+360
| +1% | +$28.6K | 1.66% | 17 |
|
|
2016
Q3 | $2.74M | Sell |
33,962
-479
| -1% | -$38.6K | 1.78% | 14 |
|
|
2016
Q2 | $2.79M | Buy |
34,441
+1,676
| +5% | +$136K | 1.94% | 12 |
|
|
2016
Q1 | $2.62M | Buy |
32,765
+8,149
| +33% | +$652K | 1.96% | 14 |
|
|
2015
Q4 | $1.95M | Buy |
24,616
+144
| +0.6% | +$11.4K | 1.59% | 19 |
|
|
2015
Q3 | $1.95M | Sell |
24,472
-1,080
| -4% | -$86.1K | 1.59% | 22 |
|
|
2015
Q2 | $2.03M | Buy |
25,552
+463
| +2% | +$36.9K | 1.52% | 23 |
|
|
2015
Q1 | $2.01M | Buy |
25,089
+3,014
| +14% | +$242K | 1.53% | 23 |
|
|
2014
Q4 | $1.76M | Buy |
22,075
+7,978
| +57% | +$635K | 1.36% | 26 |
|
|
2014
Q3 | $1.13M | Buy |
14,097
+7,629
| +118% | +$609K | 0.9% | 36 |
|
|
2014
Q2 | $520K | Buy |
+6,468
| New | +$520K | 0.41% | 57 |
|