CFP
Cypress Financial Planning’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 | $25.3M | Buy |
318,167
+19,956
| +7% | +$1.59M | 8.25% | 5 |
|
|
2025
Q1 | $23.5M | Buy |
298,211
+5,311
| +2% | +$419K | 8.4% | 4 |
|
|
2024
Q4 | $22.8M | Buy |
292,900
+21,486
| +8% | +$1.68M | 8.38% | 4 |
|
|
2024
Q3 | $21.6M | Buy |
271,414
+13,012
| +5% | +$1.03M | 7.97% | 5 |
|
|
2024
Q2 | $20M | Buy |
258,402
+24,985
| +11% | +$1.93M | 8.26% | 5 |
|
|
2024
Q1 | $18M | Buy |
233,417
+159,294
| +215% | +$12.3M | 8.25% | 4 |
|
|
2023
Q4 | $5.71M | Sell |
74,123
-140,605
| -65% | -$10.8M | 5.19% | 7 |
|
|
2023
Q3 | $16.1M | Buy |
214,728
+41,976
| +24% | +$3.15M | 9.22% | 3 |
|
|
2023
Q2 | $13M | Buy |
172,752
+21,488
| +14% | +$1.62M | 7.37% | 5 |
|
|
2023
Q1 | $11.5M | Buy |
151,264
+22,529
| +18% | +$1.72M | 7.03% | 5 |
|
|
2022
Q4 | $9.69M | Sell |
128,735
-34,212
| -21% | -$2.58M | 6.47% | 5 |
|
|
2022
Q3 | $12.1M | Sell |
162,947
-3,820
| -2% | -$284K | 8.59% | 4 |
|
|
2022
Q2 | $12.7M | Buy |
+166,767
| New | +$12.7M | 8.72% | 4 |
|