HSG
Helen Stephens Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
3,791
-15,296
| -80% | -$1.22M | 0.07% | 68 |
|
|
2025
Q1 | $1.51M | Sell |
19,087
-6,618
| -26% | -$522K | 0.43% | 33 |
|
|
2024
Q4 | $2.01M | Sell |
25,705
-80,389
| -76% | -$6.27M | 0.59% | 24 |
|
|
2024
Q3 | $8.43M | Buy |
106,094
+5,493
| +5% | +$436K | 2.56% | 12 |
|
|
2024
Q2 | $7.77M | Buy |
100,601
+4,973
| +5% | +$384K | 2.69% | 10 |
|
|
2024
Q1 | $7.39M | Buy |
95,628
+4,223
| +5% | +$326K | 2.85% | 10 |
|
|
2023
Q4 | $7.07M | Sell |
91,405
-2,024
| -2% | -$157K | 3.17% | 11 |
|
|
2023
Q3 | $7.02M | Buy |
93,429
+2,703
| +3% | +$203K | 3.63% | 10 |
|
|
2023
Q2 | $6.86M | Buy |
90,726
+2,534
| +3% | +$192K | 3.47% | 10 |
|
|
2023
Q1 | $6.72M | Buy |
88,192
+5,908
| +7% | +$450K | 3.49% | 11 |
|
|
2022
Q4 | $6.19M | Sell |
82,284
-10,319
| -11% | -$776K | 3.69% | 10 |
|
|
2022
Q3 | $6.88M | Sell |
92,603
-11,900
| -11% | -$884K | 4.82% | 7 |
|
|
2022
Q2 | $7.97M | Sell |
104,503
-1,112
| -1% | -$84.8K | 5.65% | 7 |
|
|
2022
Q1 | $8.25M | Sell |
105,615
-5,607
| -5% | -$438K | 5.69% | 7 |
|
|
2021
Q4 | $9.04M | Buy |
+111,222
| New | +$9.04M | 7.25% | 6 |
|