JFS Wealth 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 | $585K | Hold |
7,360
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $581K | Sell |
7,360
-713
| -9% | -$56.3K | 0.04% | 185 |
|
|
2024
Q4 | $630K | Sell |
8,073
-10,352
| -56% | -$808K | 0.04% | 173 |
|
|
2024
Q3 | $1.46M | Buy |
18,425
+18,378
| +39,102% | +$1.46M | 0.1% | 120 |
|
|
2024
Q2 | $3.64K | Hold |
47
| – | – | ﹤0.01% | 1191 |
|
|
2024
Q1 | $3.64K | Hold |
47
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q4 | $3.64K | Sell |
47
-798
| -94% | -$61.8K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $63.5K | Hold |
845
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $63.9K | Hold |
845
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $64.4K | Hold |
845
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $63.5K | Hold |
845
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $63K | Hold |
845
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $64K | Hold |
845
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $66K | Buy |
845
+49
| +6% | +$3.83K | 0.01% | 368 |
|
|
2021
Q4 | $65K | Hold |
796
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $66K | Buy |
+796
| New | +$66K | 0.01% | 378 |
|
|
2020
Q4 | – | Sell |
-1,917
| Closed | -$159K | – | 627 |
|
|
2020
Q3 | $159K | Buy |
+1,917
| New | +$159K | 0.04% | 146 |
|
|
2020
Q1 | – | Sell |
-452
| Closed | -$37K | – | 571 |
|
|
2019
Q4 | $37K | Hold |
452
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $37K | Buy |
452
+40
| +10% | +$3.27K | 0.01% | 258 |
|
|
2019
Q2 | $33K | Hold |
412
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $33K | Hold |
412
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $32K | Hold |
412
| – | – | 0.01% | 254 |
|
|
2018
Q3 | $32K | Hold |
412
| – | – | 0.01% | 277 |
|
|
2018
Q2 | $32K | Hold |
412
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $32K | Hold |
412
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $33K | Hold |
412
| – | – | 0.01% | 289 |
|
|
2017
Q3 | $33K | Buy |
412
+199
| +93% | +$15.9K | 0.01% | 276 |
|
|
2017
Q2 | $17K | Buy |
213
+50
| +31% | +$3.99K | ﹤0.01% | 316 |
|
|
2017
Q1 | $13K | Hold |
163
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $13K | Sell |
163
-1,700
| -91% | -$136K | ﹤0.01% | 339 |
|
|
2016
Q3 | $150K | Buy |
1,863
+163
| +10% | +$13.1K | 0.04% | 150 |
|
|
2016
Q2 | $137K | Hold |
1,700
| – | – | 0.04% | 192 |
|
|
2016
Q1 | $136K | Buy |
1,700
+1,666
| +4,900% | +$133K | 0.04% | 156 |
|
|
2015
Q4 | $3K | Sell |
34
-329
| -91% | -$29K | ﹤0.01% | 497 |
|
|
2015
Q3 | $29K | Hold |
363
| – | – | 0.01% | 247 |
|
|
2015
Q2 | $29K | Hold |
363
| – | – | 0.01% | 231 |
|
|
2015
Q1 | $29K | Sell |
363
-140
| -28% | -$11.2K | 0.01% | 234 |
|
|
2014
Q4 | $40K | Hold |
503
| – | – | 0.01% | 213 |
|
|
2014
Q3 | $40K | Hold |
503
| – | – | 0.01% | 205 |
|
|
2014
Q2 | $40K | Buy |
+503
| New | +$40K | 0.01% | 211 |
|