Copperleaf Capital’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
2022
Q4
Sell
-14,751
Closed -$1.1M 82
2022
Q3
$1.1M Hold
14,751
1.19% 26
2022
Q2
$1.13M Hold
14,751
1.14% 30
2022
Q1
$1.15M Sell
14,751
-1,709
-10% -$133K 1.02% 32
2021
Q4
$1.34M Sell
16,460
-243
-1% -$19.8K 1.16% 29
2021
Q3
$1.38M Buy
16,703
+4,500
+37% +$371K 1.32% 28
2021
Q2
$1.01M Sell
12,203
-1,374
-10% -$114K 0.99% 36
2021
Q1
$1.12M Buy
13,577
+1,446
+12% +$119K 1.2% 29
2020
Q4
$1.01M Sell
12,131
-11,780
-49% -$981K 0.86% 35
2020
Q3
$1.98M Buy
23,911
+3,024
+14% +$251K 1.91% 16
2020
Q2
$1.73M Buy
20,887
+198
+1% +$16.4K 1.79% 20
2020
Q1
$1.64M Buy
20,689
+2,852
+16% +$226K 1.96% 18
2019
Q4
$1.45M Buy
+17,837
New +$1.45M 1.46% 24