Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55,256
| Closed | -$4.31M | – | 225 |
|
|
2024
Q4 | $4.31M | Sell |
55,256
-19,008
| -26% | -$1.48M | 0.69% | 37 |
|
|
2024
Q3 | $5.9M | Sell |
74,264
-9,832
| -12% | -$781K | 0.97% | 23 |
|
|
2024
Q2 | $6.5M | Buy |
84,096
+2,321
| +3% | +$179K | 1.14% | 22 |
|
|
2024
Q1 | $6.32M | Sell |
81,775
-6,597
| -7% | -$510K | 1.16% | 21 |
|
|
2023
Q4 | $6.84M | Sell |
88,372
-17,357
| -16% | -$1.34M | 1.42% | 18 |
|
|
2023
Q3 | $7.95M | Sell |
105,729
-8,070
| -7% | -$606K | 1.8% | 15 |
|
|
2023
Q2 | $8.61M | Buy |
113,799
+11,560
| +11% | +$875K | 1.89% | 15 |
|
|
2023
Q1 | $7.79M | Sell |
102,239
-465
| -0.5% | -$35.4K | 1.79% | 14 |
|
|
2022
Q4 | $7.72M | Sell |
102,704
-35,949
| -26% | -$2.7M | 1.88% | 12 |
|
|
2022
Q3 | $10.3M | Sell |
138,653
-48,445
| -26% | -$3.6M | 2.65% | 9 |
|
|
2022
Q2 | $14.3M | Buy |
187,098
+72,729
| +64% | +$5.55M | 3.84% | 3 |
|
|
2022
Q1 | $8.93M | Buy |
114,369
+3,972
| +4% | +$310K | 2.48% | 10 |
|
|
2021
Q4 | $8.97M | Buy |
110,397
+12,309
| +13% | +$1M | 2.33% | 10 |
|
|
2021
Q3 | $8.08M | Buy |
98,088
+48,958
| +100% | +$4.03M | 2.23% | 12 |
|
|
2021
Q2 | $4.06M | Sell |
49,130
-10,066
| -17% | -$833K | 1.08% | 29 |
|
|
2021
Q1 | $4.88M | Buy |
59,196
+13,906
| +31% | +$1.15M | 1.53% | 21 |
|
|
2020
Q4 | $3.77M | Buy |
45,290
+32,884
| +265% | +$2.74M | 1.29% | 28 |
|
|
2020
Q3 | $1.03M | Buy |
+12,406
| New | +$1.03M | 0.45% | 52 |
|
|
2020
Q2 | – | Sell |
-6,346
| Closed | -$502K | – | 175 |
|
|
2020
Q1 | $502K | Sell |
6,346
-14,088
| -69% | -$1.11M | 0.25% | 76 |
|
|
2019
Q4 | $1.66M | Sell |
20,434
-11,803
| -37% | -$957K | 0.57% | 52 |
|
|
2019
Q3 | $2.61M | Sell |
32,237
-2,993
| -8% | -$243K | 0.97% | 33 |
|
|
2019
Q2 | $2.84M | Buy |
35,230
+9,812
| +39% | +$792K | 1.12% | 29 |
|
|
2019
Q1 | $2.03M | Buy |
25,418
+6,265
| +33% | +$500K | 0.87% | 39 |
|
|
2018
Q4 | $1.49M | Buy |
+19,153
| New | +$1.49M | 0.63% | 45 |
|