Forza Wealth 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
Q2 | $3.42M | Sell |
42,997
-28,981
| -40% | -$2.3M | 1.4% | 20 |
|
2025
Q1 | $5.68M | Hold |
71,978
| – | – | 2.55% | 6 |
|
2024
Q4 | $5.62M | Buy |
71,978
+32,380
| +82% | +$2.53M | 2.56% | 6 |
|
2024
Q3 | $3.14M | Sell |
39,598
-1,100
| -3% | -$87.4K | 1.44% | 18 |
|
2024
Q2 | $3.14M | Buy |
40,698
+45
| +0.1% | +$3.48K | 1.62% | 12 |
|
2024
Q1 | $3.14M | Sell |
40,653
-405
| -1% | -$31.3K | 1.63% | 12 |
|
2023
Q4 | $3.18M | Buy |
41,058
+700
| +2% | +$54.2K | 1.75% | 10 |
|
2023
Q3 | $3.03M | Buy |
40,358
+300
| +0.7% | +$22.5K | 1.56% | 14 |
|
2023
Q2 | $3.03M | Sell |
40,058
-3,140
| -7% | -$238K | 1.53% | 14 |
|
2023
Q1 | $3.29M | Buy |
43,198
+150
| +0.3% | +$11.4K | 1.7% | 11 |
|
2022
Q4 | $3.24M | Buy |
+43,048
| New | +$3.24M | 2.15% | 10 |
|