GeoWealth 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 | $1.11M | Buy |
13,917
+1,008
| +8% | +$80.1K | 0.04% | 232 |
|
|
2025
Q1 | $1.02M | Buy |
12,909
+117
| +0.9% | +$9.24K | 0.04% | 256 |
|
|
2024
Q4 | $998K | Sell |
12,792
-7,008
| -35% | -$547K | 0.03% | 295 |
|
|
2024
Q3 | $1.57M | Sell |
19,800
-22,086
| -53% | -$1.75M | 0.06% | 221 |
|
|
2024
Q2 | $3.24M | Sell |
41,886
-6,282
| -13% | -$485K | 0.14% | 108 |
|
|
2024
Q1 | $3.72M | Buy |
48,168
+18,813
| +64% | +$1.45M | 0.14% | 119 |
|
|
2023
Q4 | $2.27M | Buy |
29,355
+2,818
| +11% | +$218K | 0.19% | 111 |
|
|
2023
Q3 | $2M | Buy |
26,537
+77
| +0.3% | +$5.79K | 0.23% | 98 |
|
|
2023
Q2 | $2M | Sell |
26,460
-1,741
| -6% | -$132K | 0.22% | 86 |
|
|
2023
Q1 | $2.15M | Sell |
28,201
-43
| -0.2% | -$3.28K | 0.25% | 65 |
|
|
2022
Q4 | $2.12M | Sell |
28,244
-294
| -1% | -$22.1K | 0.22% | 75 |
|
|
2022
Q3 | $2.12M | Sell |
28,538
-2,332
| -8% | -$173K | 0.23% | 82 |
|
|
2022
Q2 | $2.35M | Sell |
30,870
-714
| -2% | -$54.4K | 0.32% | 71 |
|
|
2022
Q1 | $2.47M | Sell |
31,584
-6,918
| -18% | -$540K | 0.22% | 98 |
|
|
2021
Q4 | $3.13M | Sell |
38,502
-1,184
| -3% | -$96.2K | 0.26% | 82 |
|
|
2021
Q3 | $3.27M | Buy |
39,686
+300
| +0.8% | +$24.7K | 0.27% | 83 |
|
|
2021
Q2 | $3.26M | Sell |
39,386
-10,548
| -21% | -$873K | 0.41% | 59 |
|
|
2021
Q1 | $4.12M | Buy |
49,934
+3,288
| +7% | +$271K | 0.64% | 46 |
|
|
2020
Q4 | $3.89M | Buy |
+46,646
| New | +$3.89M | 0.62% | 44 |
|
|
2019
Q4 | – | Sell |
-3,175
| Closed | -$257K | – | 214 |
|
|
2019
Q3 | $257K | Buy |
+3,175
| New | +$257K | 0.06% | 171 |
|