Investments & Financial Planning LLC’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 | $6.72M | Sell |
84,538
-6,089
| -7% | -$484K | 3.87% | 8 |
|
|
2025
Q1 | $7.15M | Sell |
90,627
-1,687
| -2% | -$133K | 4.65% | 8 |
|
|
2024
Q4 | $7.2M | Buy |
92,314
+1,990
| +2% | +$155K | 4.44% | 8 |
|
|
2024
Q3 | $7.17M | Buy |
90,324
+11,438
| +14% | +$908K | 4.54% | 8 |
|
|
2024
Q2 | $6.1M | Sell |
78,886
-2,652
| -3% | -$205K | 4.09% | 8 |
|
|
2024
Q1 | $6.3M | Buy |
81,538
+1,221
| +2% | +$94.4K | 4.32% | 8 |
|
|
2023
Q4 | $6.21M | Buy |
80,317
+30,492
| +61% | +$2.36M | 4.65% | 7 |
|
|
2023
Q3 | $3.74M | Sell |
49,825
-886
| -2% | -$66.6K | 3.34% | 8 |
|
|
2023
Q2 | $3.84M | Sell |
50,711
-2,874
| -5% | -$217K | 3.32% | 8 |
|
|
2023
Q1 | $4.08M | Sell |
53,585
-2,718
| -5% | -$207K | 3.75% | 8 |
|
|
2022
Q4 | $4.23M | Buy |
+56,303
| New | +$4.23M | 4.15% | 8 |
|
|
2022
Q2 | $4.99M | Sell |
65,428
-2,312
| -3% | -$176K | 5.14% | 6 |
|
|
2022
Q1 | $5.29M | Sell |
67,740
-1,712
| -2% | -$134K | 4.62% | 8 |
|
|
2021
Q4 | $5.51M | Buy |
+69,452
| New | +$5.51M | 4.95% | 7 |
|