JSA
Jacobson & Schmitt 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 | $1.2M | Buy |
+15,088
| New | +$1.2M | 0.21% | 45 |
|
|
2025
Q1 | – | Sell |
-13,699
| Closed | -$1.07M | – | 81 |
|
|
2024
Q4 | $1.07M | Buy |
13,699
+5,791
| +73% | +$452K | 0.21% | 47 |
|
|
2024
Q3 | $628K | Buy |
7,908
+632
| +9% | +$50.2K | 0.13% | 46 |
|
|
2024
Q2 | $562K | Buy |
+7,276
| New | +$562K | 0.13% | 45 |
|
|
2024
Q1 | – | Sell |
-3,986
| Closed | -$308K | – | 70 |
|
|
2023
Q4 | $308K | Buy |
3,986
+362
| +10% | +$28K | 0.08% | 53 |
|
|
2023
Q3 | $272K | Buy |
+3,624
| New | +$272K | 0.08% | 50 |
|
|
2016
Q4 | – | Sell |
-3,536
| Closed | -$285K | – | 36 |
|
|
2016
Q3 | $285K | Sell |
3,536
-434
| -11% | -$35K | 0.23% | 36 |
|
|
2016
Q2 | $321K | Buy |
3,970
+1,006
| +34% | +$81.3K | 0.27% | 32 |
|
|
2016
Q1 | $237K | Hold |
2,964
| – | – | 0.21% | 36 |
|
|
2015
Q4 | $234K | Hold |
2,964
| – | – | 0.21% | 36 |
|
|
2015
Q3 | $236K | Sell |
2,964
-440
| -13% | -$35K | 0.23% | 36 |
|
|
2015
Q2 | $271K | Buy |
3,404
+615
| +22% | +$49K | 0.25% | 33 |
|
|
2015
Q1 | $224K | Hold |
2,789
| – | – | 0.22% | 33 |
|
|
2014
Q4 | $222K | Buy |
+2,789
| New | +$222K | 0.22% | 30 |
|