CA
Clearstead 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 | $1.03M | Buy |
12,927
+1,100
| +9% | +$87.5K | 0.01% | 436 |
|
|
2025
Q1 | $934K | Sell |
11,827
-5,094
| -30% | -$402K | 0.01% | 428 |
|
|
2024
Q4 | $1.32M | Sell |
16,921
-920
| -5% | -$71.8K | 0.02% | 359 |
|
|
2024
Q3 | $1.42M | Sell |
17,841
-598
| -3% | -$47.5K | 0.02% | 352 |
|
|
2024
Q2 | $1.42M | Buy |
18,439
+5,920
| +47% | +$457K | 0.02% | 327 |
|
|
2024
Q1 | $962K | Sell |
12,519
-28,472
| -69% | -$2.19M | 0.05% | 233 |
|
|
2023
Q4 | $3.17M | Buy |
40,991
+8,995
| +28% | +$696K | 0.17% | 109 |
|
|
2023
Q3 | $2.4M | Buy |
31,996
+15,422
| +93% | +$1.16M | 0.07% | 188 |
|
|
2023
Q2 | $1.25M | Buy |
16,574
+10,949
| +195% | +$828K | 0.08% | 181 |
|
|
2023
Q1 | $429K | Hold |
5,625
| – | – | 0.03% | 285 |
|
|
2022
Q4 | $423K | Sell |
5,625
-837
| -13% | -$62.9K | 0.03% | 277 |
|
|
2022
Q3 | $480K | Buy |
6,462
+212
| +3% | +$15.7K | 0.04% | 231 |
|
|
2022
Q2 | $477K | Buy |
6,250
+3,408
| +120% | +$260K | 0.04% | 256 |
|
|
2022
Q1 | $222K | Hold |
2,842
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $231K | Buy |
2,842
+422
| +17% | +$34.3K | 0.02% | 369 |
|
|
2021
Q3 | $199K | Hold |
2,420
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $200K | Buy |
2,420
+121
| +5% | +$10K | 0.02% | 347 |
|
|
2021
Q1 | $190K | Sell |
2,299
-401
| -15% | -$33.1K | 0.02% | 340 |
|
|
2020
Q4 | $225K | Sell |
2,700
-120
| -4% | -$10K | 0.02% | 305 |
|
|
2020
Q3 | $234K | Buy |
+2,820
| New | +$234K | 0.03% | 263 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$3K | – | 838 |
|
|
2020
Q1 | $3K | Sell |
35
-3,306
| -99% | -$283K | ﹤0.01% | 698 |
|
|
2019
Q4 | $271K | Hold |
3,341
| – | – | 0.03% | 239 |
|
|
2019
Q3 | $271K | Sell |
3,341
-98
| -3% | -$7.95K | 0.04% | 223 |
|
|
2019
Q2 | $277K | Sell |
3,439
-11,219
| -77% | -$904K | 0.04% | 228 |
|
|
2019
Q1 | $1.17M | Buy |
14,658
+1,027
| +8% | +$81.9K | 0.16% | 104 |
|
|
2018
Q4 | $1.06M | Buy |
13,631
+4,709
| +53% | +$367K | 0.17% | 104 |
|
|
2018
Q3 | $697K | Buy |
+8,922
| New | +$697K | 0.1% | 129 |
|