JC
Jentner Corp’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,895
| Closed | -$382K | – | 38 |
|
|
2022
Q1 | $382K | Hold |
4,895
| – | – | 0.28% | 26 |
|
|
2021
Q4 | $398K | Hold |
4,895
| – | – | 0.26% | 26 |
|
|
2021
Q3 | $403K | Sell |
4,895
-311
| -6% | -$25.6K | 0.28% | 26 |
|
|
2021
Q2 | $431K | Hold |
5,206
| – | – | 0.3% | 23 |
|
|
2021
Q1 | $429K | Hold |
5,206
| – | – | 0.33% | 20 |
|
|
2020
Q4 | $433K | Hold |
5,206
| – | – | 0.43% | 18 |
|
|
2020
Q3 | $431K | Sell |
5,206
-3,216
| -38% | -$266K | 0.47% | 17 |
|
|
2020
Q2 | $696K | Hold |
8,422
| – | – | 0.79% | 9 |
|
|
2020
Q1 | $666K | Sell |
8,422
-3,879
| -32% | -$307K | 0.87% | 6 |
|
|
2019
Q4 | $997K | Sell |
12,301
-417,791
| -97% | -$33.9M | 1.04% | 7 |
|
|
2019
Q3 | $34.9M | Sell |
430,092
-2,757
| -0.6% | -$223K | 28.45% | 1 |
|
|
2019
Q2 | $34.9M | Sell |
432,849
-1,313
| -0.3% | -$106K | 28.89% | 1 |
|
|
2019
Q1 | $34.6M | Buy |
434,162
+6,208
| +1% | +$495K | 28.48% | 1 |
|
|
2018
Q4 | $33.4M | Sell |
427,954
-6,802
| -2% | -$530K | 30.45% | 1 |
|
|
2018
Q3 | $34M | Sell |
434,756
-10,009
| -2% | -$782K | 28.2% | 1 |
|
|
2018
Q2 | $34.7M | Buy |
444,765
+6,697
| +2% | +$523K | 29.03% | 1 |
|
|
2018
Q1 | $34.4M | Buy |
438,068
+10,284
| +2% | +$807K | 29.75% | 1 |
|
|
2017
Q4 | $33.9M | Buy |
427,784
+47,800
| +13% | +$3.79M | 29.8% | 1 |
|
|
2017
Q3 | $30.4M | Buy |
379,984
+4,986
| +1% | +$400K | 27.82% | 1 |
|
|
2017
Q2 | $30M | Buy |
374,998
+9,286
| +3% | +$743K | 28.28% | 1 |
|
|
2017
Q1 | $29.2M | Buy |
365,712
+6,376
| +2% | +$508K | 28.39% | 1 |
|
|
2016
Q4 | $28.5M | Buy |
+359,336
| New | +$28.5M | 28.92% | 1 |
|