Concurrent Investment 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 | $2.71M | Sell |
34,124
-389
| -1% | -$30.9K | 0.05% | 356 |
|
|
2025
Q1 | $2.72M | Buy |
34,513
+15,865
| +85% | +$1.25M | 0.07% | 302 |
|
|
2024
Q4 | $1.45M | Buy |
18,648
+6,078
| +48% | +$474K | 0.04% | 395 |
|
|
2024
Q3 | $998K | Sell |
12,570
-225
| -2% | -$17.9K | 0.03% | 460 |
|
|
2024
Q2 | $989K | Sell |
12,795
-3,747
| -23% | -$290K | 0.03% | 431 |
|
|
2024
Q1 | $1.28M | Buy |
16,542
+4,258
| +35% | +$329K | 0.05% | 328 |
|
|
2023
Q4 | $950K | Buy |
+12,284
| New | +$950K | 0.04% | 342 |
|