Family Wealth Partners’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
Q2
$415K Sell
5,226
-240
-4% -$19.1K 0.17% 44
2025
Q1
$432K Buy
5,466
+3
+0.1% +$237 0.2% 37
2024
Q4
$426K Sell
5,463
-1,553
-22% -$121K 0.2% 35
2024
Q3
$557K Sell
7,016
-26
-0.4% -$2.07K 0.29% 35
2024
Q2
$544K Sell
7,042
-395
-5% -$30.5K 0.28% 35
2024
Q1
$575K Sell
7,437
-2,420
-25% -$187K 0.33% 34
2023
Q4
$763K Buy
+9,857
New +$763K 0.59% 34