IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,672
| Closed | -$469K | – | 126 |
|
|
2021
Q2 | $469K | Sell |
5,672
-1,071
| -16% | -$88.6K | 0.22% | 60 |
|
|
2021
Q1 | $556K | Buy |
+6,743
| New | +$556K | 0.29% | 37 |
|
|
2020
Q3 | – | Sell |
-15,879
| Closed | -$1.31M | – | 116 |
|
|
2020
Q2 | $1.31M | Buy |
15,879
+11,334
| +249% | +$937K | 0.68% | 23 |
|
|
2020
Q1 | $360K | Buy |
+4,545
| New | +$360K | 0.23% | 65 |
|
|
2017
Q3 | – | Sell |
-49,537
| Closed | -$3.97M | – | 78 |
|
|
2017
Q2 | $3.97M | Buy |
49,537
+1,929
| +4% | +$154K | 3.51% | 5 |
|
|
2017
Q1 | $3.8M | Buy |
47,608
+1,567
| +3% | +$125K | 2.74% | 8 |
|
|
2016
Q4 | $3.65M | Sell |
46,041
-463
| -1% | -$36.7K | 2.5% | 9 |
|
|
2016
Q3 | $3.75M | Sell |
46,504
-483
| -1% | -$38.9K | 4.57% | 5 |
|
|
2016
Q2 | $3.8M | Buy |
46,987
+683
| +1% | +$55.2K | 4.89% | 5 |
|
|
2016
Q1 | $3.71M | Sell |
46,304
-22,347
| -33% | -$1.79M | 3.74% | 6 |
|
|
2015
Q4 | $5.42M | Buy |
68,651
+3,187
| +5% | +$252K | 4.61% | 6 |
|
|
2015
Q3 | $5.22M | Sell |
65,464
-8,009
| -11% | -$638K | 3.47% | 9 |
|
|
2015
Q2 | $5.85M | Buy |
+73,473
| New | +$5.85M | 5.51% | 5 |
|
|
2015
Q1 | – | Sell |
-72,860
| Closed | -$58K | – | 88 |
|
|
2014
Q4 | $58K | Buy |
+72,860
| New | +$58K | 5.87% | 5 |
|
|
2014
Q2 | – | Sell |
-70,321
| Closed | -$5.62M | – | 85 |
|
|
2014
Q1 | $5.62M | Buy |
70,321
+5,998
| +9% | +$480K | 4.28% | 5 |
|
|
2013
Q4 | $5.13M | Buy |
+64,323
| New | +$5.13M | 5.24% | 6 |
|