Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,673
| Closed | -$278K | – | 115 |
|
|
2023
Q2 | $278K | Sell |
3,673
-3,629
| -50% | -$275K | ﹤0.01% | 90 |
|
|
2023
Q1 | $557K | Buy |
7,302
+1,410
| +24% | +$107K | ﹤0.01% | 72 |
|
|
2022
Q4 | $443K | Sell |
5,892
-947
| -14% | -$71.2K | ﹤0.01% | 75 |
|
|
2022
Q3 | $508K | Buy |
+6,839
| New | +$508K | ﹤0.01% | 72 |
|
|
2022
Q2 | – | Sell |
-5,430
| Closed | -$425K | – | 117 |
|
|
2022
Q1 | $425K | Buy |
+5,430
| New | +$425K | ﹤0.01% | 74 |
|
|
2021
Q3 | – | Sell |
-2,751
| Closed | -$228K | – | 89 |
|
|
2021
Q2 | $228K | Sell |
2,751
-63
| -2% | -$5.22K | ﹤0.01% | 84 |
|
|
2021
Q1 | $232K | Buy |
+2,814
| New | +$232K | ﹤0.01% | 84 |
|