Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,995
| Closed | -$227K | – | 152 |
|
|
2023
Q2 | $227K | Buy |
2,995
+29
| +1% | +$2.19K | 0.02% | 143 |
|
|
2023
Q1 | $226K | Buy |
2,966
+118
| +4% | +$9K | 0.03% | 146 |
|
|
2022
Q4 | $214K | Hold |
2,848
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $212K | Sell |
2,848
-5,888
| -67% | -$438K | 0.03% | 141 |
|
|
2022
Q2 | $666K | Hold |
8,736
| – | – | 0.08% | 88 |
|
|
2022
Q1 | $682K | Sell |
8,736
-563
| -6% | -$44K | 0.07% | 89 |
|
|
2021
Q4 | $756K | Buy |
9,299
+547
| +6% | +$44.5K | 0.08% | 88 |
|
|
2021
Q3 | $721K | Buy |
8,752
+233
| +3% | +$19.2K | 0.08% | 88 |
|
|
2021
Q2 | $705K | Buy |
8,519
+755
| +10% | +$62.5K | 0.08% | 83 |
|
|
2021
Q1 | $641K | Buy |
7,764
+140
| +2% | +$11.6K | 0.08% | 85 |
|
|
2020
Q4 | $635K | Sell |
7,624
-2,969
| -28% | -$247K | 0.08% | 88 |
|
|
2020
Q3 | $878K | Buy |
+10,593
| New | +$878K | 0.12% | 74 |
|