Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
73,751
+2,398
| +3% | +$191K | 0.06% | 298 |
|
|
2025
Q1 | $5.63M | Buy |
71,353
+61,464
| +622% | +$4.85M | 0.07% | 288 |
|
|
2024
Q4 | $771K | Buy |
9,889
+3,001
| +44% | +$234K | 0.01% | 935 |
|
|
2024
Q3 | $547K | Buy |
6,888
+73
| +1% | +$5.8K | 0.01% | 1043 |
|
|
2024
Q2 | $527K | Sell |
6,815
-530
| -7% | -$41K | 0.01% | 1020 |
|
|
2024
Q1 | $568K | Sell |
7,345
-1,442
| -16% | -$111K | 0.01% | 996 |
|
|
2023
Q4 | $680K | Sell |
8,787
-644
| -7% | -$49.8K | 0.01% | 877 |
|
|
2023
Q3 | $709K | Sell |
9,431
-1,627
| -15% | -$122K | 0.01% | 832 |
|
|
2023
Q2 | $837K | Buy |
11,058
+1,917
| +21% | +$145K | 0.01% | 749 |
|
|
2023
Q1 | $697K | Sell |
9,141
-9,347
| -51% | -$713K | 0.01% | 741 |
|
|
2022
Q4 | $1.39M | Sell |
18,488
-291
| -2% | -$21.9K | 0.04% | 401 |
|
|
2022
Q3 | $1.4M | Sell |
18,779
-404
| -2% | -$30K | 0.04% | 346 |
|
|
2022
Q2 | $1.46M | Buy |
19,183
+222
| +1% | +$16.9K | 0.05% | 344 |
|
|
2022
Q1 | $1.48M | Sell |
18,961
-230
| -1% | -$18K | 0.05% | 309 |
|
|
2021
Q4 | $1.56M | Sell |
19,191
-6,389
| -25% | -$519K | 0.05% | 308 |
|
|
2021
Q3 | $2.11M | Sell |
25,580
-1,251
| -5% | -$103K | 0.07% | 236 |
|
|
2021
Q2 | $2.22M | Buy |
26,831
+7,839
| +41% | +$648K | 0.08% | 206 |
|
|
2021
Q1 | $1.57M | Buy |
18,992
+1,039
| +6% | +$85.7K | 0.06% | 224 |
|
|
2020
Q4 | $1.5M | Buy |
17,953
+2,746
| +18% | +$229K | 0.07% | 187 |
|
|
2020
Q3 | $1.26M | Buy |
15,207
+2,548
| +20% | +$211K | 0.08% | 178 |
|
|
2020
Q2 | $1.05M | Sell |
12,659
-363
| -3% | -$30K | 0.08% | 171 |
|
|
2020
Q1 | $1.03M | Buy |
13,022
+1,080
| +9% | +$85.4K | 0.1% | 133 |
|
|
2019
Q4 | $968K | Buy |
11,942
+2,109
| +21% | +$171K | 0.08% | 158 |
|
|
2019
Q3 | $797K | Buy |
9,833
+6,491
| +194% | +$526K | 0.09% | 147 |
|
|
2019
Q2 | $275K | Sell |
3,342
-397
| -11% | -$32.7K | 0.04% | 296 |
|
|
2019
Q1 | $298K | Sell |
3,739
-80
| -2% | -$6.38K | 0.05% | 244 |
|
|
2018
Q4 | $298K | Buy |
3,819
+1,208
| +46% | +$94.3K | 0.08% | 187 |
|
|
2018
Q3 | $204K | Sell |
2,611
-6,797
| -72% | -$531K | 0.06% | 240 |
|
|
2018
Q2 | $734K | Buy |
9,408
+5,181
| +123% | +$404K | 0.25% | 83 |
|
|
2018
Q1 | $331K | Buy |
4,227
+1,623
| +62% | +$127K | 0.13% | 135 |
|
|
2017
Q4 | $207K | Buy |
+2,604
| New | +$207K | 0.09% | 183 |
|