IIA
IPG Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Hold |
10,400
| – | – | 0.16% | 85 |
|
|
2025
Q1 | $821K | Hold |
10,400
| – | – | 0.19% | 80 |
|
|
2024
Q4 | $811K | Hold |
10,400
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $826K | Hold |
10,400
| – | – | 0.18% | 82 |
|
|
2024
Q2 | $804K | Hold |
10,400
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $804K | Hold |
10,400
| – | – | 0.18% | 73 |
|
|
2023
Q4 | $805K | Buy |
+10,400
| New | +$805K | 0.16% | 86 |
|
|
2019
Q2 | – | Sell |
-2,875
| Closed | -$229K | – | 167 |
|
|
2019
Q1 | $229K | Hold |
2,875
| – | – | 0.08% | 128 |
|
|
2018
Q4 | $224K | Hold |
2,875
| – | – | 0.09% | 122 |
|
|
2018
Q3 | $225K | Hold |
2,875
| – | – | 0.07% | 148 |
|
|
2018
Q2 | $225K | Sell |
2,875
-2,206
| -43% | -$172K | 0.08% | 139 |
|
|
2018
Q1 | $399K | Buy |
5,081
+13
| +0.3% | +$1.02K | 0.13% | 91 |
|
|
2017
Q4 | $402K | Buy |
5,068
+12
| +0.2% | +$952 | 0.17% | 82 |
|
|
2017
Q3 | $405K | Buy |
+5,056
| New | +$405K | 0.14% | 76 |
|
|
2015
Q2 | – | Sell |
-2,504
| Closed | -$201K | – | 141 |
|
|
2015
Q1 | $201K | Buy |
+2,504
| New | +$201K | 0.08% | 115 |
|