Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,721
| Closed | -$284K | – | 65 |
|
|
2023
Q1 | $284K | Sell |
3,721
-889
| -19% | -$67.8K | 0.11% | 60 |
|
|
2022
Q4 | $347K | Hold |
4,610
| – | – | 0.14% | 60 |
|
|
2022
Q3 | $342K | Sell |
4,610
-120
| -3% | -$8.91K | 0.15% | 60 |
|
|
2022
Q2 | $361K | Sell |
4,730
-12,836
| -73% | -$979K | 0.15% | 61 |
|
|
2022
Q1 | $1.37M | Sell |
17,566
-79,605
| -82% | -$6.22M | 0.51% | 55 |
|
|
2021
Q4 | $7.9M | Buy |
+97,171
| New | +$7.9M | 2.88% | 5 |
|