Grand 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 | $5M | Sell |
62,837
-1,610
| -2% | -$128K | 2.57% | 9 |
|
|
2025
Q1 | $5.09M | Buy |
64,447
+5,434
| +9% | +$429K | 2.8% | 9 |
|
|
2024
Q4 | $4.6M | Buy |
59,013
+6,758
| +13% | +$527K | 2.57% | 8 |
|
|
2024
Q3 | $4.15M | Buy |
52,255
+5,524
| +12% | +$439K | 2.34% | 10 |
|
|
2024
Q2 | $3.61M | Sell |
46,731
-13,427
| -22% | -$1.04M | 2.14% | 10 |
|
|
2024
Q1 | $4.65M | Buy |
60,158
+8,662
| +17% | +$670K | 2.22% | 9 |
|
|
2023
Q4 | $3.98M | Buy |
51,496
+5,643
| +12% | +$437K | 2.16% | 10 |
|
|
2023
Q3 | $3.45M | Buy |
45,853
+4,130
| +10% | +$310K | 2.11% | 11 |
|
|
2023
Q2 | $3.16M | Sell |
41,723
-6,929
| -14% | -$524K | 1.88% | 10 |
|
|
2023
Q1 | $3.71M | Sell |
48,652
-15,902
| -25% | -$1.21M | 2.23% | 10 |
|
|
2022
Q4 | $4.85M | Sell |
64,554
-217,922
| -77% | -$16.4M | 3.02% | 8 |
|
|
2022
Q3 | $21M | Sell |
282,476
-34,313
| -11% | -$2.55M | 11.03% | 3 |
|
|
2022
Q2 | $24.2M | Sell |
316,789
-37,586
| -11% | -$2.87M | 12.28% | 3 |
|
|
2022
Q1 | $27.7M | Sell |
354,375
-24,968
| -7% | -$1.95M | 12.93% | 3 |
|
|
2021
Q4 | $30.8M | Buy |
+379,343
| New | +$30.8M | 13.82% | 3 |
|