Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,043
| Closed | -$1.06M | – | 168 |
|
|
2019
Q4 | $1.06M | Sell |
13,043
-159
| -1% | -$12.9K | 0.18% | 105 |
|
|
2019
Q3 | $1.07M | Sell |
13,202
-11,291
| -46% | -$915K | 0.22% | 92 |
|
|
2019
Q2 | $1.97M | Sell |
24,493
-19,330
| -44% | -$1.55M | 0.43% | 63 |
|
|
2019
Q1 | $3.5M | Buy |
43,823
+2,467
| +6% | +$197K | 0.85% | 33 |
|
|
2018
Q4 | $3.23M | Sell |
41,356
-39,227
| -49% | -$3.07M | 0.97% | 30 |
|
|
2018
Q3 | $6.3M | Buy |
80,583
+3,543
| +5% | +$277K | 1.32% | 21 |
|
|
2018
Q2 | $6.02M | Buy |
77,040
+30
| +0% | +$2.34K | 1.4% | 19 |
|
|
2018
Q1 | $6.03M | Buy |
77,010
+8,195
| +12% | +$642K | 1.68% | 18 |
|
|
2017
Q4 | $5.45M | Sell |
68,815
-10,575
| -13% | -$838K | 1.38% | 22 |
|
|
2017
Q3 | $6.35M | Buy |
79,390
+4,650
| +6% | +$372K | 1.72% | 13 |
|
|
2017
Q2 | $5.99M | Buy |
74,740
+11,568
| +18% | +$927K | 1.9% | 12 |
|
|
2017
Q1 | $5.03M | Buy |
63,172
+8,950
| +17% | +$712K | 1.82% | 12 |
|
|
2016
Q4 | $4.31M | Buy |
54,222
+8,827
| +19% | +$702K | 1.68% | 14 |
|
|
2016
Q3 | $3.65M | Sell |
45,395
-153,712
| -77% | -$12.4M | 1.38% | 16 |
|
|
2016
Q2 | $16.1M | Sell |
199,107
-334,332
| -63% | -$27M | 5.99% | 4 |
|
|
2016
Q1 | $42.7M | Buy |
533,439
+15,139
| +3% | +$1.21M | 16.46% | 1 |
|
|
2015
Q4 | $41M | Buy |
518,300
+313
| +0.1% | +$24.7K | 16.2% | 1 |
|
|
2015
Q3 | $41.3M | Buy |
517,987
+17,876
| +4% | +$1.42M | 14.8% | 1 |
|
|
2015
Q2 | $39.8M | Buy |
500,111
+402,187
| +411% | +$32M | 13.47% | 1 |
|
|
2015
Q1 | $7.85M | Sell |
97,924
-7,135
| -7% | -$572K | 2.53% | 5 |
|
|
2014
Q4 | $8.37M | Buy |
+105,059
| New | +$8.37M | 2.73% | 6 |
|