CFM Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,783
| Closed | -$524K | – | 149 |
|
|
2024
Q2 | $524K | Hold |
6,783
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $524K | Hold |
6,783
| – | – | 0.11% | 105 |
|
|
2023
Q4 | $525K | Hold |
6,783
| – | – | 0.12% | 107 |
|
|
2023
Q3 | $510K | Hold |
6,783
| – | – | 0.13% | 96 |
|
|
2023
Q2 | $513K | Hold |
6,783
| – | – | 0.12% | 112 |
|
|
2023
Q1 | $517K | Hold |
6,783
| – | – | 0.14% | 105 |
|
|
2022
Q4 | $510K | Hold |
6,783
| – | – | 0.15% | 106 |
|
|
2022
Q3 | $504K | Hold |
6,783
| – | – | 0.16% | 96 |
|
|
2022
Q2 | $517K | Hold |
6,783
| – | – | 0.16% | 105 |
|
|
2022
Q1 | $530K | Sell |
6,783
-1,942
| -22% | -$152K | 0.13% | 109 |
|
|
2021
Q4 | $708K | Hold |
8,725
| – | – | 0.16% | 97 |
|
|
2021
Q3 | $719K | Buy |
+8,725
| New | +$719K | 0.18% | 90 |
|