FPCG
Forum Private Client Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
40,837
+1,539
| +4% | +$122K | 1.25% | 23 |
|
|
2025
Q1 | $3.1M | Buy |
39,298
+1,926
| +5% | +$152K | 1.35% | 22 |
|
|
2024
Q4 | $2.92M | Buy |
37,372
+7,332
| +24% | +$572K | 1.3% | 22 |
|
|
2024
Q3 | $2.39M | Buy |
30,040
+1,624
| +6% | +$129K | 1.06% | 23 |
|
|
2024
Q2 | $2.2M | Sell |
28,416
-2,540
| -8% | -$196K | 1.04% | 22 |
|
|
2024
Q1 | $2.39M | Buy |
30,956
+2,003
| +7% | +$155K | 1.16% | 22 |
|
|
2023
Q4 | $2.24M | Buy |
+28,953
| New | +$2.24M | 1.17% | 22 |
|
|
2023
Q3 | – | Sell |
-33,526
| Closed | -$2.54M | – | 62 |
|
|
2023
Q2 | $2.54M | Sell |
33,526
-1,636
| -5% | -$124K | 1.45% | 24 |
|
|
2023
Q1 | $2.68M | Sell |
35,162
-38
| -0.1% | -$2.9K | 1.69% | 22 |
|
|
2022
Q4 | $2.65M | Sell |
35,200
-564
| -2% | -$42.4K | 1.83% | 19 |
|
|
2022
Q3 | $2.66M | Sell |
35,764
-3,162
| -8% | -$235K | 1.99% | 17 |
|
|
2022
Q2 | $2.97M | Buy |
38,926
+4,090
| +12% | +$312K | 2.16% | 15 |
|
|
2022
Q1 | $2.72M | Buy |
+34,836
| New | +$2.72M | 2.11% | 16 |
|