Key Financial Inc’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 | $197K | Sell |
2,473
-9
| -0.4% | -$716 | 0.04% | 282 |
|
|
2025
Q1 | $196K | Sell |
2,482
-71
| -3% | -$5.61K | 0.04% | 269 |
|
|
2024
Q4 | $199K | Hold |
2,553
| – | – | 0.05% | 256 |
|
|
2024
Q3 | $203K | Hold |
2,553
| – | – | 0.04% | 250 |
|
|
2024
Q2 | $197K | Sell |
2,553
-214
| -8% | -$16.5K | 0.05% | 247 |
|
|
2024
Q1 | $214K | Hold |
2,767
| – | – | 0.05% | 224 |
|
|
2023
Q4 | $214K | Sell |
2,767
-1,110
| -29% | -$85.9K | 0.06% | 216 |
|
|
2023
Q3 | $291K | Buy |
3,877
+16
| +0.4% | +$1.2K | 0.1% | 166 |
|
|
2023
Q2 | $292K | Hold |
3,861
| – | – | 0.1% | 163 |
|
|
2023
Q1 | $294K | Buy |
3,861
+3,252
| +534% | +$248K | 0.11% | 154 |
|
|
2022
Q4 | $45.2K | Hold |
609
| – | – | 0.02% | 378 |
|
|
2022
Q3 | $45K | Hold |
609
| – | – | 0.02% | 384 |
|
|
2022
Q2 | $47K | Hold |
609
| – | – | 0.03% | 371 |
|
|
2022
Q1 | $48K | Sell |
609
-200
| -25% | -$15.8K | 0.02% | 368 |
|
|
2021
Q4 | $66K | Buy |
809
+56
| +7% | +$4.57K | 0.03% | 306 |
|
|
2021
Q3 | $62K | Hold |
753
| – | – | 0.04% | 311 |
|
|
2021
Q2 | $62K | Buy |
753
+200
| +36% | +$16.5K | 0.03% | 319 |
|
|
2021
Q1 | $46K | Hold |
553
| – | – | 0.03% | 292 |
|
|
2020
Q4 | $46K | Buy |
+553
| New | +$46K | 0.03% | 256 |
|
|
2020
Q2 | – | Sell |
-553
| Closed | -$44K | – | 610 |
|
|
2020
Q1 | $44K | Buy |
+553
| New | +$44K | 0.05% | 230 |
|