Financial Advocates Investment 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 |
-3,545
| Closed | -$277K | – | 771 |
|
2024
Q4 | $277K | Sell |
3,545
-3
| -0.1% | -$234 | 0.02% | 615 |
|
2024
Q3 | $282K | Buy |
3,548
+11
| +0.3% | +$874 | 0.02% | 614 |
|
2024
Q2 | $273K | Sell |
3,537
-396
| -10% | -$30.6K | 0.02% | 595 |
|
2024
Q1 | $304K | Sell |
3,933
-1,016
| -21% | -$78.5K | 0.02% | 585 |
|
2023
Q4 | $383K | Sell |
4,949
-1,372
| -22% | -$106K | 0.03% | 488 |
|
2023
Q3 | $475K | Sell |
6,321
-1,042
| -14% | -$78.3K | 0.03% | 422 |
|
2023
Q2 | $557K | Sell |
7,363
-24
| -0.3% | -$1.82K | 0.04% | 378 |
|
2023
Q1 | $563K | Sell |
7,387
-7,584
| -51% | -$578K | 0.04% | 402 |
|
2022
Q4 | $1.13M | Buy |
14,971
+7,609
| +103% | +$572K | 0.08% | 256 |
|
2022
Q3 | $906K | Sell |
7,362
-9,050
| -55% | -$1.11M | 0.07% | 271 |
|
2022
Q2 | $1.25M | Sell |
16,412
-3,407
| -17% | -$260K | 0.1% | 228 |
|
2022
Q1 | $1.55M | Buy |
19,819
+11,329
| +133% | +$885K | 0.1% | 224 |
|
2021
Q4 | $665K | Sell |
8,490
-29,688
| -78% | -$2.33M | 0.04% | 415 |
|
2021
Q3 | $3.15M | Sell |
38,178
-10,370
| -21% | -$855K | 0.21% | 118 |
|
2021
Q2 | $4.02M | Buy |
48,548
+40,458
| +500% | +$3.35M | 0.27% | 79 |
|
2021
Q1 | $667K | Sell |
8,090
-740
| -8% | -$61K | 0.05% | 402 |
|
2020
Q4 | $735K | Sell |
8,830
-154
| -2% | -$12.8K | 0.05% | 364 |
|
2020
Q3 | $744K | Buy |
8,984
+365
| +4% | +$30.2K | 0.06% | 293 |
|
2020
Q2 | $712K | Buy |
8,619
+1,769
| +26% | +$146K | 0.07% | 285 |
|
2020
Q1 | $542K | Sell |
6,850
-190
| -3% | -$15K | 0.08% | 261 |
|
2019
Q4 | $570K | Buy |
7,040
+849
| +14% | +$68.7K | 0.06% | 287 |
|
2019
Q3 | $502K | Sell |
6,191
-65
| -1% | -$5.27K | 0.06% | 284 |
|
2019
Q2 | $505K | Buy |
6,256
+94
| +2% | +$7.59K | 0.06% | 285 |
|
2019
Q1 | $492K | Buy |
6,162
+217
| +4% | +$17.3K | 0.06% | 273 |
|
2018
Q4 | $463K | Buy |
5,945
+84
| +1% | +$6.54K | 0.06% | 260 |
|
2018
Q3 | $458K | Sell |
5,861
-183
| -3% | -$14.3K | 0.05% | 300 |
|
2018
Q2 | $471K | Buy |
6,044
+311
| +5% | +$24.2K | 0.06% | 273 |
|
2018
Q1 | $449K | Buy |
5,733
+146
| +3% | +$11.4K | 0.06% | 275 |
|
2017
Q4 | $442K | Buy |
+5,587
| New | +$442K | 0.06% | 274 |
|