HB Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
36,160
-7,369
| -17% | -$586K | 0.02% | 297 |
|
|
2025
Q1 | $3.44M | Buy |
43,529
+40,453
| +1,315% | +$3.19M | 0.03% | 280 |
|
|
2024
Q4 | $240K | Sell |
3,076
-524
| -15% | -$40.9K | ﹤0.01% | 895 |
|
|
2024
Q3 | $286K | Buy |
3,600
+73
| +2% | +$5.8K | ﹤0.01% | 770 |
|
|
2024
Q2 | $273K | Buy |
3,527
+7
| +0.2% | +$541 | ﹤0.01% | 740 |
|
|
2024
Q1 | $272K | Sell |
3,520
-2
| -0.1% | -$155 | ﹤0.01% | 690 |
|
|
2023
Q4 | $273K | Buy |
3,522
+650
| +23% | +$50.3K | ﹤0.01% | 642 |
|
|
2023
Q3 | $216K | Buy |
+2,872
| New | +$216K | ﹤0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-3,026
| Closed | -$228K | – | 734 |
|
|
2022
Q4 | $228K | Buy |
+3,026
| New | +$228K | ﹤0.01% | 608 |
|
|
2022
Q2 | – | Sell |
-13,215
| Closed | -$1.03M | – | 624 |
|
|
2022
Q1 | $1.03M | Buy |
+13,215
| New | +$1.03M | 0.02% | 268 |
|