EP
Essential 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 | $622K | Sell |
7,820
-449
| -5% | -$35.7K | 0.23% | 44 |
|
|
2025
Q1 | $653K | Sell |
8,269
-527,714
| -98% | -$41.7M | 0.26% | 38 |
|
|
2024
Q4 | $42M | Buy |
535,983
+527,235
| +6,027% | +$41.4M | 0.27% | 35 |
|
|
2024
Q3 | $695K | Sell |
8,748
-334
| -4% | -$26.5K | 0.29% | 35 |
|
|
2024
Q2 | $702K | Sell |
9,082
-571
| -6% | -$44.1K | 0.31% | 32 |
|
|
2024
Q1 | $747K | Hold |
9,653
| – | – | 0.37% | 29 |
|
|
2023
Q4 | $747K | Sell |
9,653
-268
| -3% | -$20.7K | 0.38% | 28 |
|
|
2023
Q3 | $737K | Sell |
9,921
-2,347
| -19% | -$174K | 0.41% | 25 |
|
|
2023
Q2 | $928K | Sell |
12,268
-763
| -6% | -$57.7K | 0.53% | 20 |
|
|
2023
Q1 | $968K | Sell |
13,031
-16,635
| -56% | -$1.24M | 0.59% | 20 |
|
|
2022
Q4 | $2.17M | Buy |
+29,666
| New | +$2.17M | 1.67% | 14 |
|