Family Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-55,256	Closed	-$4.31M	–	239
2024 Q4	$4.31M	Sell	55,256 -19,008	-26%	-$1.49M	0.7%	37
2024 Q3	$5.9M	Sell	74,264 -9,832	-12%	-$772K	0.98%	23
2024 Q2	$6.5M	Buy	84,096 +2,321	+3%	+$179K	1.15%	22
2024 Q1	$6.32M	Sell	81,775 -6,597	-7%	-$509K	1.17%	21
2023 Q4	$6.84M	Sell	88,372 -17,357	-16%	-$1.31M	1.42%	18
2023 Q3	$7.95M	Sell	105,729 -8,070	-7%	-$609K	1.82%	15
2023 Q2	$8.61M	Buy	113,799 +11,560	+11%	+$878K	1.89%	15
2023 Q1	$7.79M	Sell	102,239 -465	-0.5%	-$35.2K	1.79%	14
2022 Q4	$7.72M	Sell	102,704 -35,949	-26%	-$2.69M	1.88%	12
2022 Q3	$10.3M	Sell	138,653 -48,445	-26%	-$3.69M	2.76%	9
2022 Q2	$14.3M	Buy	187,098 +72,729	+64%	+$5.59M	4.06%	3
2022 Q1	$8.93M	Buy	114,369 +3,972	+4%	+$316K	2.48%	10
2021 Q4	$8.97M	Buy	110,397 +12,309	+13%	+$1.01M	2.33%	10
2021 Q3	$8.08M	Buy	98,088 +48,958	+100%	+$4.05M	2.23%	12
2021 Q2	$4.06M	Sell	49,130 -10,066	-17%	-$832K	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%	+$2.73M	1.3%	28
2020 Q3	$1.03M	Buy	+12,406	New	+$1.03M	0.45%	52
2020 Q2	–	Sell	-6,346	Closed	-$502K	–	176
2020 Q1	$502K	Sell	6,346 -14,088	-69%	-$1.13M	0.25%	76
2019 Q4	$1.66M	Sell	20,434 -11,803	-37%	-$956K	0.57%	52
2019 Q3	$2.61M	Sell	32,237 -2,993	-8%	-$242K	0.98%	33
2019 Q2	$2.84M	Buy	35,230 +9,812	+39%	+$783K	1.12%	29
2019 Q1	$2.03M	Buy	25,418 +6,265	+33%	+$494K	0.88%	39
2018 Q4	$1.49M	Buy	+19,153	New	+$1.49M	0.63%	45

Other funds holding VCSH