Fort Point Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,753
| Closed | -$213K | – | 327 |
|
2024
Q1 | $213K | Sell |
2,753
-485
| -15% | -$37.5K | 0.03% | 298 |
|
2023
Q4 | $251K | Sell |
3,238
-23,868
| -88% | -$1.85M | 0.04% | 254 |
|
2023
Q3 | $2.04M | Sell |
27,106
-13,094
| -33% | -$984K | 0.31% | 47 |
|
2023
Q2 | $3.04M | Sell |
40,200
-1,265
| -3% | -$95.7K | 0.43% | 35 |
|
2023
Q1 | $3.16M | Sell |
41,465
-510
| -1% | -$38.9K | 0.48% | 40 |
|
2022
Q4 | $3.16M | Buy |
41,975
+11,703
| +39% | +$880K | 0.49% | 41 |
|
2022
Q3 | $2.25M | Sell |
30,272
-4,883
| -14% | -$363K | 0.38% | 52 |
|
2022
Q2 | $2.68M | Buy |
35,155
+16,466
| +88% | +$1.26M | 0.44% | 46 |
|
2022
Q1 | $1.46M | Sell |
18,689
-7,184
| -28% | -$561K | 0.2% | 76 |
|
2021
Q4 | $2.1M | Buy |
+25,873
| New | +$2.1M | 0.28% | 54 |
|