CFAM
Coury Firm Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,310
| Closed | -$402K | – | 59 |
|
|
2023
Q2 | $402K | Buy |
+5,310
| New | +$402K | 0.58% | 24 |
|
|
2023
Q1 | – | Sell |
-38,256
| Closed | -$2.88M | – | 57 |
|
|
2022
Q4 | $2.88M | Sell |
38,256
-124
| -0.3% | -$9.32K | 4.28% | 8 |
|
|
2022
Q3 | $2.85M | Sell |
38,380
-27,091
| -41% | -$2.01M | 4.3% | 8 |
|
|
2022
Q2 | $4.99M | Sell |
65,471
-42,370
| -39% | -$3.23M | 6.62% | 4 |
|
|
2022
Q1 | $8.42M | Sell |
107,841
-50,330
| -32% | -$3.93M | 7.29% | 5 |
|
|
2021
Q4 | $12.9M | Buy |
+158,171
| New | +$12.9M | 9.76% | 4 |
|