Herold Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,868
| Closed | -$222K | – | 276 |
|
|
2024
Q1 | $222K | Buy |
2,868
+2
| +0.1% | +$155 | 0.05% | 244 |
|
|
2023
Q4 | $222K | Sell |
2,866
-414
| -13% | -$32K | 0.06% | 223 |
|
|
2023
Q3 | $246K | Sell |
3,280
-233
| -7% | -$17.5K | 0.08% | 214 |
|
|
2023
Q2 | $266K | Sell |
3,513
-920
| -21% | -$69.6K | 0.08% | 208 |
|
|
2023
Q1 | $338K | Sell |
4,433
-760
| -15% | -$57.9K | 0.12% | 170 |
|
|
2022
Q4 | $390K | Sell |
5,193
-902
| -15% | -$67.8K | 0.17% | 135 |
|
|
2022
Q3 | $452K | Buy |
6,095
+251
| +4% | +$18.6K | 0.22% | 111 |
|
|
2022
Q2 | $445K | Buy |
5,844
+1
| +0% | +$76 | 0.2% | 124 |
|
|
2022
Q1 | $456K | Buy |
5,843
+202
| +4% | +$15.8K | 0.16% | 134 |
|
|
2021
Q4 | $458K | Sell |
5,641
-419
| -7% | -$34K | 0.18% | 135 |
|
|
2021
Q3 | $499K | Buy |
+6,060
| New | +$499K | 0.19% | 129 |
|