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