Caldwell Trust’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Hold |
680
|
|
||||
|
2025
Q1 | $53.7K | Sell |
680
-440
|
|
||||
|
2024
Q4 | $87.4K | Sell |
1,120
-555
|
|
||||
|
2024
Q3 | $133K | Hold |
1,675
|
|
||||
|
2024
Q2 | $129K | Hold |
1,675
|
|
||||
|
2024
Q1 | $129K | Hold |
1,675
|
|
||||
|
2023
Q4 | $130K | Hold |
1,675
|
|
||||
|
2023
Q3 | $126K | Sell |
1,675
-1,715
|
|
||||
|
2023
Q2 | $256K | Hold |
3,390
|
|
||||
|
2023
Q1 | $258K | Buy |
3,390
+1,715
|
|
||||
|
2022
Q4 | $126K | Sell |
1,675
-400
|
|
||||
|
2022
Q3 | $154K | Hold |
2,075
|
|
||||
|
2022
Q2 | $158K | Hold |
2,075
|
|
||||
|
2022
Q1 | $162K | Hold |
2,075
|
|
||||
|
2021
Q4 | $169K | Sell |
2,075
-2,519
|
|
||||
|
2021
Q3 | $379K | Hold |
4,594
|
|
||||
|
2021
Q2 | $380K | Buy |
4,594
+2,519
|
|
||||
|
2021
Q1 | $171K | Hold |
2,075
|
|
||||
|
2020
Q4 | $173K | Hold |
2,075
|
|
||||
|
2020
Q3 | $172K | Hold |
2,075
|
|
||||
|
2020
Q2 | $172K | Hold |
2,075
|
|
||||
|
2020
Q1 | $164K | Hold |
2,075
|
|
||||
|
2019
Q4 | $168K | Buy |
+2,075
|
|