DBRC
D.B. Root & Company’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 | $2.37M | Sell |
29,862
-24,416
| -45% | -$1.94M | 0.7% | 28 |
|
|
2025
Q1 | $4.28M | Sell |
54,278
-4,914
| -8% | -$388K | 1.38% | 16 |
|
|
2024
Q4 | $4.62M | Buy |
59,192
+3,018
| +5% | +$235K | 1.47% | 19 |
|
|
2024
Q3 | $4.46M | Buy |
56,174
+344
| +0.6% | +$27.3K | 1.47% | 15 |
|
|
2024
Q2 | $4.31M | Buy |
55,830
+6,320
| +13% | +$488K | 1.47% | 16 |
|
|
2024
Q1 | $3.83M | Buy |
49,510
+2,010
| +4% | +$155K | 1.29% | 16 |
|
|
2023
Q4 | $3.68M | Buy |
47,500
+8,098
| +21% | +$627K | 1.33% | 15 |
|
|
2023
Q3 | $2.96M | Sell |
39,402
-7,110
| -15% | -$534K | 1.15% | 17 |
|
|
2023
Q2 | $3.52M | Buy |
46,512
+2,120
| +5% | +$160K | 1.33% | 16 |
|
|
2023
Q1 | $3.38M | Buy |
44,392
+2,036
| +5% | +$155K | 1.33% | 15 |
|
|
2022
Q4 | $3.18M | Buy |
42,356
+3,659
| +9% | +$275K | 1.35% | 14 |
|
|
2022
Q3 | $2.87M | Sell |
38,697
-6,123
| -14% | -$455K | 1.31% | 16 |
|
|
2022
Q2 | $3.42M | Buy |
44,820
+3,341
| +8% | +$255K | 1.47% | 14 |
|
|
2022
Q1 | $3.24M | Sell |
41,479
-3,978
| -9% | -$311K | 1.21% | 17 |
|
|
2021
Q4 | $3.69M | Sell |
45,457
-3,555
| -7% | -$289K | 1.33% | 15 |
|
|
2021
Q3 | $4.04M | Buy |
49,012
+15,429
| +46% | +$1.27M | 1.58% | 13 |
|
|
2021
Q2 | $2.78M | Buy |
33,583
+1,173
| +4% | +$97K | 1.04% | 19 |
|
|
2021
Q1 | $2.67M | Sell |
32,410
-1,792
| -5% | -$148K | 1.05% | 18 |
|
|
2020
Q4 | $2.85M | Buy |
34,202
+6,154
| +22% | +$512K | 1.14% | 18 |
|
|
2020
Q3 | $2.32M | Buy |
28,048
+3,447
| +14% | +$285K | 0.93% | 16 |
|
|
2020
Q2 | $2.03M | Sell |
24,601
-7,938
| -24% | -$656K | 0.88% | 20 |
|
|
2020
Q1 | $2.57M | Sell |
32,539
-1,565
| -5% | -$124K | 1.3% | 13 |
|
|
2019
Q4 | $2.76M | Sell |
34,104
-807
| -2% | -$65.4K | 1.22% | 14 |
|
|
2019
Q3 | $2.83M | Sell |
34,911
-205
| -0.6% | -$16.6K | 1.32% | 12 |
|
|
2019
Q2 | $2.83M | Sell |
35,116
-14,137
| -29% | -$1.14M | 1.26% | 13 |
|
|
2019
Q1 | $3.93M | Buy |
49,253
+12,530
| +34% | +$999K | 1.68% | 9 |
|
|
2018
Q4 | $2.86M | Buy |
36,723
+25,660
| +232% | +$2M | 1.42% | 11 |
|
|
2018
Q3 | $865K | Buy |
11,063
+257
| +2% | +$20.1K | 0.38% | 83 |
|
|
2018
Q2 | $844K | Buy |
10,806
+6,312
| +140% | +$493K | 0.4% | 88 |
|
|
2018
Q1 | $352K | Buy |
+4,494
| New | +$352K | 0.19% | 142 |
|