ECM
Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
74,945
+5,457
| +8% | +$434K | 0.18% | 143 |
|
|
2025
Q1 | $5.49M | Sell |
69,488
-12,970
| -16% | -$1.02M | 0.18% | 145 |
|
|
2024
Q4 | $6.43M | Sell |
82,458
-6,618
| -7% | -$516K | 0.21% | 131 |
|
|
2024
Q3 | $7.07M | Sell |
89,076
-788
| -0.9% | -$62.6K | 0.24% | 122 |
|
|
2024
Q2 | $6.94M | Sell |
89,864
-2,590
| -3% | -$200K | 0.25% | 113 |
|
|
2024
Q1 | $7.15M | Sell |
92,454
-1,776
| -2% | -$137K | 0.27% | 103 |
|
|
2023
Q4 | $7.29M | Sell |
94,230
-5,920
| -6% | -$458K | 0.3% | 98 |
|
|
2023
Q3 | $7.53M | Sell |
100,150
-19,555
| -16% | -$1.47M | 0.33% | 89 |
|
|
2023
Q2 | $9.06M | Sell |
119,705
-1,128
| -0.9% | -$85.3K | 0.38% | 75 |
|
|
2023
Q1 | $9.21M | Sell |
120,833
-6,707
| -5% | -$511K | 0.41% | 66 |
|
|
2022
Q4 | $9.59M | Sell |
127,540
-27,531
| -18% | -$2.07M | 0.45% | 64 |
|
|
2022
Q3 | $11.5M | Sell |
155,071
-62,121
| -29% | -$4.61M | 0.6% | 39 |
|
|
2022
Q2 | $16.6M | Sell |
217,192
-178,604
| -45% | -$13.6M | 0.86% | 24 |
|
|
2022
Q1 | $30.9M | Sell |
395,796
-14,440
| -4% | -$1.13M | 1.26% | 10 |
|
|
2021
Q4 | $33.3M | Sell |
410,236
-23,400
| -5% | -$1.9M | 1.33% | 12 |
|
|
2021
Q3 | $35.7M | Sell |
433,636
-19,327
| -4% | -$1.59M | 1.61% | 12 |
|
|
2021
Q2 | $37.5M | Buy |
452,963
+1,690
| +0.4% | +$140K | 1.79% | 8 |
|
|
2021
Q1 | $37.2M | Buy |
451,273
+400,648
| +791% | +$33.1M | 1.91% | 8 |
|
|
2020
Q4 | $4.22M | Sell |
50,625
-81,972
| -62% | -$6.82M | 0.25% | 100 |
|
|
2020
Q3 | $11M | Sell |
132,597
-58,529
| -31% | -$4.85M | 0.76% | 31 |
|
|
2020
Q2 | $15.8M | Buy |
191,126
+100,824
| +112% | +$8.33M | 1.2% | 20 |
|
|
2020
Q1 | $7.14M | Sell |
90,302
-49,476
| -35% | -$3.91M | 0.67% | 41 |
|
|
2019
Q4 | $11.3M | Buy |
139,778
+16,077
| +13% | +$1.3M | 0.94% | 22 |
|
|
2019
Q3 | $10M | Sell |
123,701
-2,030
| -2% | -$165K | 0.94% | 22 |
|
|
2019
Q2 | $10.1M | Sell |
125,731
-2,079
| -2% | -$168K | 0.97% | 19 |
|
|
2019
Q1 | $10.2M | Sell |
127,810
-218
| -0.2% | -$17.4K | 1.02% | 18 |
|
|
2018
Q4 | $9.98M | Sell |
128,028
-9,391
| -7% | -$732K | 1.05% | 19 |
|
|
2018
Q3 | $10.7M | Sell |
137,419
-588
| -0.4% | -$46K | 0.95% | 23 |
|
|
2018
Q2 | $10.8M | Sell |
138,007
-13,166
| -9% | -$1.03M | 1.01% | 21 |
|
|
2018
Q1 | $11.9M | Buy |
151,173
+9,877
| +7% | +$775K | 1.14% | 17 |
|
|
2017
Q4 | $11.2M | Sell |
141,296
-28,674
| -17% | -$2.27M | 1.13% | 19 |
|
|
2017
Q3 | $13.6M | Buy |
169,970
+42,365
| +33% | +$3.39M | 1.59% | 14 |
|
|
2017
Q2 | $10.2M | Buy |
127,605
+28,467
| +29% | +$2.28M | 1.65% | 18 |
|
|
2017
Q1 | $7.91M | Sell |
99,138
-52,600
| -35% | -$4.19M | 1.65% | 17 |
|
|
2016
Q4 | $12M | Buy |
151,738
+2,098
| +1% | +$167K | 2.33% | 10 |
|
|
2016
Q3 | $12.1M | Buy |
+149,640
| New | +$12.1M | 2.37% | 10 |
|
|
2015
Q2 | – | Sell |
-5,300
| Closed | -$425K | – | 100 |
|
|
2015
Q1 | $425K | Sell |
5,300
-77,460
| -94% | -$6.21M | 0.09% | 82 |
|
|
2014
Q4 | $6.61M | Hold |
82,760
| – | – | 1.3% | 23 |
|
|
2014
Q3 | $6.61M | Buy |
82,760
+2,470
| +3% | +$197K | 1.29% | 23 |
|
|
2014
Q2 | $6.45M | Buy |
+80,290
| New | +$6.45M | 1.27% | 26 |
|