Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
1,455
-124
| -8% | -$9.86K | 0.02% | 255 |
|
|
2025
Q1 | $125K | Buy |
1,579
+1,484
| +1,562% | +$117K | 0.02% | 224 |
|
|
2024
Q4 | $7.41K | Sell |
95
-81
| -46% | -$6.32K | ﹤0.01% | 553 |
|
|
2024
Q3 | $14K | Sell |
176
-738
| -81% | -$58.6K | ﹤0.01% | 519 |
|
|
2024
Q2 | $70.7K | Buy |
914
+4
| +0.4% | +$309 | 0.01% | 268 |
|
|
2024
Q1 | $70.4K | Buy |
910
+716
| +369% | +$55.4K | 0.01% | 308 |
|
|
2023
Q4 | $15K | Sell |
194
-231
| -54% | -$17.9K | ﹤0.01% | 518 |
|
|
2023
Q3 | $31.9K | Sell |
425
-23
| -5% | -$1.73K | 0.01% | 437 |
|
|
2023
Q2 | $33.9K | Buy |
448
+130
| +41% | +$9.84K | 0.01% | 417 |
|
|
2023
Q1 | $24.2K | Sell |
318
-133
| -29% | -$10.1K | 0.01% | 459 |
|
|
2022
Q4 | $33.9K | Buy |
+451
| New | +$33.9K | 0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-451
| Closed | -$34K | – | 1103 |
|
|
2022
Q2 | $34K | Hold |
451
| – | – | 0.01% | 436 |
|
|
2022
Q1 | $35K | Sell |
451
-10
| -2% | -$776 | 0.01% | 500 |
|
|
2021
Q4 | $37K | Buy |
461
+187
| +68% | +$15K | 0.01% | 509 |
|
|
2021
Q3 | $23K | Sell |
274
-379
| -58% | -$31.8K | 0.01% | 355 |
|
|
2021
Q2 | $54K | Sell |
653
-112
| -15% | -$9.26K | 0.02% | 346 |
|
|
2021
Q1 | $63K | Buy |
765
+488
| +176% | +$40.2K | 0.02% | 298 |
|
|
2020
Q4 | $23K | Buy |
+277
| New | +$23K | 0.02% | 297 |
|