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