CPA
Clear Point Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
15,030
+205
| +1% | +$16.3K | 1.01% | 25 |
|
|
2025
Q1 | $1.17M | Buy |
14,825
+4,438
| +43% | +$350K | 1.05% | 23 |
|
|
2024
Q4 | $810K | Buy |
10,387
+1,024
| +11% | +$79.9K | 0.69% | 39 |
|
|
2024
Q3 | $744K | Buy |
9,363
+429
| +5% | +$34.1K | 0.57% | 44 |
|
|
2024
Q2 | $690K | Buy |
8,934
+71
| +0.8% | +$5.49K | 0.57% | 46 |
|
|
2024
Q1 | $685K | Sell |
8,863
-98
| -1% | -$7.58K | 0.56% | 49 |
|
|
2023
Q4 | $693K | Buy |
+8,961
| New | +$693K | 0.61% | 43 |
|