Kays Financial Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$39.8M Buy
479,778
+60,395
+14% +$5.01M 6.39% 5
2020
Q2
$34.7M Buy
419,383
+14,601
+4% +$1.19M 6.04% 5
2020
Q1
$32M Sell
404,782
-7,050
-2% -$567K 6.58% 5
2019
Q4
$33.4M Buy
411,832
+8,825
+2% +$715K 5.91% 6
2019
Q3
$32.7M Buy
403,007
+4,871
+1% +$394K 6.01% 6
2019
Q2
$32.1M Buy
398,136
+13,157
+3% +$1.05M 5.91% 6
2019
Q1
$30.7M Buy
384,979
+17,252
+5% +$1.36M 5.97% 6
2018
Q4
$28.7M Sell
367,727
-67,096
-15% -$5.22M 6.52% 3
2018
Q3
$34M Buy
434,823
+14,846
+4% +$1.16M 7.25% 3
2018
Q2
$32.8M Buy
419,977
+21,343
+5% +$1.67M 7.2% 3
2018
Q1
$31.3M Buy
398,634
+26,740
+7% +$2.1M 7.14% 3
2017
Q4
$29.5M Buy
371,894
+28,664
+8% +$2.29M 8.63% 4
2017
Q3
$27.5M Buy
343,230
+15,320
+5% +$1.23M 8.8% 4
2017
Q2
$26.2M Buy
327,910
+20,289
+7% +$1.62M 8.89% 4
2017
Q1
$24.5M Buy
307,621
+22,130
+8% +$1.76M 8.74% 4
2016
Q4
$22.7M Buy
285,491
+23,166
+9% +$1.85M 8.82% 4
2016
Q3
$21.1M Buy
262,325
+14,553
+6% +$1.17M 9% 4
2016
Q2
$20M Buy
247,772
+10,771
+5% +$864K 9.04% 4
2016
Q1
$19M Buy
237,001
+4,950
+2% +$392K 9.38% 4
2015
Q4
$18.3M Buy
232,051
+7,267
+3% +$577K 9.53% 4
2015
Q3
$17.9M Buy
224,784
+6,289
+3% +$500K 10.23% 3
2015
Q2
$17.4M Buy
218,495
+14,519
+7% +$1.16M 10.07% 3
2015
Q1
$16.4M Buy
203,976
+9,432
+5% +$754K 9.65% 3
2014
Q4
$15.5M Sell
194,544
-936
-0.5% -$74.9K 10.49% 3
2014
Q3
$15.6M Sell
195,480
-32,202
-14% -$2.58M 11.38% 3
2014
Q2
$18.3M Buy
227,682
+10,953
+5% +$879K 13.09% 3
2014
Q1
$17.3M Buy
216,729
+14,710
+7% +$1.18M 12.58% 4
2013
Q4
$16.1M Buy
+202,019
New +$16.2M 12.17% 4

Other funds holding VCSH