Intergy Private Wealth’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 |
-20,524
| Closed | -$1.59M | – | 85 |
|
|
2024
Q1 | $1.59M | Sell |
20,524
-13,437
| -40% | -$1.04M | 0.65% | 27 |
|
|
2023
Q4 | $2.63M | Buy |
33,961
+2,277
| +7% | +$176K | 1.14% | 21 |
|
|
2023
Q3 | $2.38M | Buy |
31,684
+371
| +1% | +$27.9K | 1.19% | 20 |
|
|
2023
Q2 | $2.37M | Buy |
31,313
+2,930
| +10% | +$222K | 1.16% | 21 |
|
|
2023
Q1 | $2.16M | Buy |
28,383
+533
| +2% | +$40.6K | 1.21% | 20 |
|
|
2022
Q4 | $2.09M | Buy |
27,850
+910
| +3% | +$68.4K | 1.31% | 19 |
|
|
2022
Q3 | $2M | Buy |
26,940
+2,199
| +9% | +$163K | 1.42% | 19 |
|
|
2022
Q2 | $1.89M | Sell |
24,741
-10,700
| -30% | -$816K | 1.49% | 16 |
|
|
2022
Q1 | $2.77M | Buy |
35,441
+10,702
| +43% | +$836K | 1.93% | 13 |
|
|
2021
Q4 | $2.01M | Buy |
+24,739
| New | +$2.01M | 1.57% | 19 |
|