Caldwell Trust’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.4K | Hold |
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|
2025
Q2 | $54.1K | Hold |
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|
2025
Q1 | $53.7K | Sell |
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|
2024
Q4 | $87.4K | Sell |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $162K | Hold |
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|
2021
Q4 | $169K | Sell |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $171K | Hold |
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|
2020
Q4 | $173K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $172K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $168K | Buy |
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