Capital Directions Investment Advisors’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
Q4 | $432K | Buy |
+5,744
| New | +$432K | 0.16% | 38 |
|
2022
Q3 | – | Sell |
-3,473
| Closed | -$265K | – | 43 |
|
2022
Q2 | $265K | Buy |
3,473
+1,857
| +115% | +$142K | 0.09% | 63 |
|
2022
Q1 | $126K | Buy |
+1,616
| New | +$126K | 0.04% | 85 |
|
2021
Q4 | – | Sell |
-1,470
| Closed | -$121K | – | 224 |
|
2021
Q3 | $121K | Buy |
+1,470
| New | +$121K | 0.04% | 84 |
|
2019
Q1 | – | Sell |
-470
| Closed | -$37K | – | 112 |
|
2018
Q4 | $37K | Buy |
+470
| New | +$37K | 0.01% | 76 |
|
2018
Q2 | – | Sell |
-18,088
| Closed | -$1.42M | – | 188 |
|
2018
Q1 | $1.42M | Buy |
18,088
+746
| +4% | +$58.5K | 0.45% | 19 |
|
2017
Q4 | $1.38M | Hold |
17,342
| – | – | 0.43% | 20 |
|
2017
Q3 | $1.39M | Buy |
17,342
+1,635
| +10% | +$131K | 0.45% | 20 |
|
2017
Q2 | $1.26M | Buy |
+15,707
| New | +$1.26M | 0.43% | 21 |
|