Geneos 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 | $1.04M | Sell |
13,055
-15,762
| -55% | -$1.25M | 0.03% | 523 |
|
|
2025
Q1 | $2.27M | Buy |
28,817
+16,934
| +143% | +$1.34M | 0.03% | 457 |
|
|
2024
Q4 | $927K | Buy |
11,883
+361
| +3% | +$28.2K | 0.03% | 438 |
|
|
2024
Q3 | $915K | Buy |
11,522
+1,201
| +12% | +$95.4K | 0.03% | 427 |
|
|
2024
Q2 | $798K | Sell |
10,321
-1,249
| -11% | -$96.5K | 0.04% | 397 |
|
|
2024
Q1 | $894K | Sell |
11,570
-473
| -4% | -$36.6K | 0.04% | 367 |
|
|
2023
Q4 | $932K | Buy |
12,043
+1,761
| +17% | +$136K | 0.05% | 337 |
|
|
2023
Q3 | $773K | Sell |
10,282
-2,093
| -17% | -$157K | 0.04% | 364 |
|
|
2023
Q2 | $936K | Sell |
12,375
-246
| -2% | -$18.6K | 0.05% | 325 |
|
|
2023
Q1 | $962K | Sell |
12,621
-1,403
| -10% | -$107K | 0.06% | 296 |
|
|
2022
Q4 | $1.05M | Sell |
14,024
-2,130
| -13% | -$160K | 0.06% | 265 |
|
|
2022
Q3 | $1.2M | Sell |
16,154
-1,033
| -6% | -$76.7K | 0.08% | 224 |
|
|
2022
Q2 | $1.32M | Sell |
17,187
-1,575
| -8% | -$121K | 0.07% | 266 |
|
|
2022
Q1 | $1.47M | Sell |
18,762
-2,418
| -11% | -$189K | 0.06% | 269 |
|
|
2021
Q4 | $1.72M | Sell |
21,180
-1,079
| -5% | -$87.7K | 0.07% | 276 |
|
|
2021
Q3 | $1.84M | Buy |
22,259
+1,981
| +10% | +$163K | 0.07% | 261 |
|
|
2021
Q2 | $1.68M | Sell |
20,278
-178,421
| -90% | -$14.7M | 0.07% | 264 |
|
|
2021
Q1 | $16.4M | Sell |
198,699
-9,700
| -5% | -$802K | 0.46% | 47 |
|
|
2020
Q4 | $1.74M | Buy |
208,399
+183,748
| +745% | +$1.54M | 0.07% | 254 |
|
|
2020
Q3 | $2.04M | Buy |
24,651
+130
| +0.5% | +$10.8K | 0.11% | 194 |
|
|
2020
Q2 | $2.02M | Sell |
24,521
-70
| -0.3% | -$5.78K | 0.11% | 189 |
|
|
2020
Q1 | $1.93M | Sell |
24,591
-10,283
| -29% | -$806K | 0.13% | 169 |
|
|
2019
Q4 | $2.82M | Buy |
34,874
+13,641
| +64% | +$1.1M | 0.15% | 165 |
|
|
2019
Q3 | $1.72M | Buy |
21,233
+13,980
| +193% | +$1.13M | 0.1% | 199 |
|
|
2019
Q2 | $585K | Buy |
7,253
+282
| +4% | +$22.7K | 0.04% | 374 |
|
|
2019
Q1 | $556K | Buy |
6,971
+200
| +3% | +$16K | 0.04% | 370 |
|
|
2018
Q4 | $527K | Sell |
6,771
-21
| -0.3% | -$1.63K | 0.04% | 358 |
|
|
2018
Q3 | $530K | Sell |
6,792
-123
| -2% | -$9.6K | 0.04% | 372 |
|
|
2018
Q2 | $540K | Sell |
6,915
-319
| -4% | -$24.9K | 0.04% | 317 |
|
|
2018
Q1 | $567K | Sell |
7,234
-21,828
| -75% | -$1.71M | 0.05% | 283 |
|
|
2017
Q4 | $2.3M | Buy |
29,062
+22,040
| +314% | +$1.75M | 0.21% | 123 |
|
|
2017
Q3 | $562K | Buy |
7,022
+1,311
| +23% | +$105K | 0.06% | 284 |
|
|
2017
Q2 | $457K | Sell |
5,711
-561
| -9% | -$44.9K | 0.05% | 312 |
|
|
2017
Q1 | $500K | Sell |
6,272
-1,485
| -19% | -$118K | 0.05% | 274 |
|
|
2016
Q4 | $615K | Sell |
7,757
-1,010
| -12% | -$80.1K | 0.08% | 215 |
|
|
2016
Q3 | $706K | Sell |
8,767
-35,686
| -80% | -$2.87M | 0.1% | 205 |
|
|
2016
Q2 | $3.59M | Sell |
44,453
-2,379
| -5% | -$192K | 0.52% | 41 |
|
|
2016
Q1 | $3.72M | Buy |
+46,832
| New | +$3.72M | 0.57% | 37 |
|