J.W. Cole Advisors’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 | $1.96M | Buy |
24,666
+762
| +3% | +$60.6K | 0.04% | 424 |
|
|
2025
Q1 | $1.89M | Buy |
23,904
+3,011
| +14% | +$238K | 0.06% | 338 |
|
|
2024
Q4 | $1.63M | Sell |
20,893
-1,427
| -6% | -$111K | 0.07% | 288 |
|
|
2024
Q3 | $1.77M | Buy |
22,320
+1,112
| +5% | +$88.3K | 0.07% | 268 |
|
|
2024
Q2 | $1.64M | Sell |
21,208
-699
| -3% | -$54K | 0.08% | 248 |
|
|
2024
Q1 | $1.69M | Sell |
21,907
-3,031
| -12% | -$234K | 0.09% | 239 |
|
|
2023
Q4 | $1.93M | Sell |
24,938
-510
| -2% | -$39.5K | 0.11% | 197 |
|
|
2023
Q3 | $1.91M | Buy |
25,448
+558
| +2% | +$41.9K | 0.14% | 163 |
|
|
2023
Q2 | $1.88M | Sell |
24,890
-2,407
| -9% | -$182K | 0.13% | 172 |
|
|
2023
Q1 | $2.08M | Buy |
27,297
+170
| +0.6% | +$13K | 0.15% | 159 |
|
|
2022
Q4 | $2.04M | Sell |
27,127
-1,324
| -5% | -$99.6K | 0.16% | 155 |
|
|
2022
Q3 | $2.11M | Buy |
28,451
+1,039
| +4% | +$77.2K | 0.18% | 139 |
|
|
2022
Q2 | $2.09M | Sell |
27,412
-617
| -2% | -$47K | 0.17% | 152 |
|
|
2022
Q1 | $2.19M | Buy |
28,029
+366
| +1% | +$28.6K | 0.15% | 165 |
|
|
2021
Q4 | $2.25M | Buy |
+27,663
| New | +$2.25M | 0.15% | 171 |
|
|
2021
Q3 | – | Sell |
-27,521
| Closed | -$2.28M | – | 759 |
|
|
2021
Q2 | $2.28M | Buy |
27,521
+7,417
| +37% | +$613K | 0.18% | 131 |
|
|
2021
Q1 | $1.66M | Buy |
20,104
+732
| +4% | +$60.4K | 0.16% | 156 |
|
|
2020
Q4 | $1.61M | Buy |
19,372
+6,203
| +47% | +$516K | 0.17% | 142 |
|
|
2020
Q3 | $1.09M | Sell |
13,169
-3,246
| -20% | -$269K | 0.08% | 237 |
|
|
2020
Q2 | $1.36M | Buy |
+16,415
| New | +$1.36M | 0.2% | 131 |
|
|
2020
Q1 | – | Sell |
-20,052
| Closed | -$1.63M | – | 481 |
|
|
2019
Q4 | $1.63M | Buy |
+20,052
| New | +$1.63M | 0.2% | 131 |
|