JCM
Jacobsen Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,235
| Closed | -$250K | – | 101 |
|
|
2024
Q1 | $250K | Sell |
3,235
-15,831
| -83% | -$1.22M | 0.12% | 71 |
|
|
2023
Q4 | $1.48M | Sell |
19,066
-10,461
| -35% | -$809K | 0.75% | 14 |
|
|
2023
Q3 | $2.22M | Buy |
29,527
+3,602
| +14% | +$271K | 1.2% | 15 |
|
|
2023
Q2 | $1.96M | Buy |
25,925
+961
| +4% | +$72.7K | 1.01% | 15 |
|
|
2023
Q1 | $1.9M | Buy |
+24,964
| New | +$1.9M | 1.02% | 16 |
|