Greystone Financial Group’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
2023
Q2
Sell
-5,834
Closed -$445K 115
2023
Q1
$445K Sell
5,834
-178,680
-97% -$13.6M 0.11% 83
2022
Q4
$13.9M Buy
184,514
+1,415
+0.8% +$106K 4.08% 2
2022
Q3
$13.6M Buy
+183,099
New +$13.6M 4.61% 1
2021
Q1
Sell
-2,469
Closed -$205K 120
2020
Q4
$205K Buy
+2,469
New +$205K 0.06% 96