JRM Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,541
| Closed | -$202K | – | 34 |
|
|
2017
Q4 | $202K | Sell |
2,541
-6,539
| -72% | -$520K | 0.16% | 35 |
|
|
2017
Q3 | $728K | Sell |
9,080
-981
| -10% | -$78.7K | 0.59% | 27 |
|
|
2017
Q2 | $805K | Sell |
10,061
-2,023
| -17% | -$162K | 0.63% | 28 |
|
|
2017
Q1 | $964K | Sell |
12,084
-2,078
| -15% | -$166K | 0.81% | 26 |
|
|
2016
Q4 | $1.12M | Sell |
14,162
-516
| -4% | -$41K | 0.86% | 27 |
|
|
2016
Q3 | $1.18M | Buy |
14,678
+7,766
| +112% | +$625K | 1% | 27 |
|
|
2016
Q2 | $559K | Buy |
+6,912
| New | +$559K | 0.54% | 26 |
|