Heritage Financial Services’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
2022
Q4
Sell
-26,526
Closed -$1.97M 78
2022
Q3
$1.97M Buy
26,526
+765
+3% +$56.8K 1.2% 10
2022
Q2
$1.96M Buy
25,761
+2,909
+13% +$222K 1.09% 9
2022
Q1
$1.78M Buy
22,852
+963
+4% +$75.2K 1.17% 13
2021
Q4
$1.78M Buy
+21,889
New +$1.78M 1.39% 13