Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.26M | Buy |
28,395
+6,858
| +32% | +$545K | 0.41% | 39 |
|
|
2024
Q2 | $1.66M | Buy |
21,537
+8,877
| +70% | +$686K | 0.33% | 44 |
|
|
2024
Q1 | $979K | Buy |
12,660
+3,011
| +31% | +$233K | 0.21% | 68 |
|
|
2023
Q4 | $747K | Buy |
9,649
+279
| +3% | +$21.6K | 0.17% | 74 |
|
|
2023
Q3 | $704K | Sell |
9,370
-4,882
| -34% | -$367K | 0.19% | 68 |
|
|
2023
Q2 | $1.08M | Sell |
14,252
-1,966
| -12% | -$149K | 0.29% | 48 |
|
|
2023
Q1 | $1.24M | Buy |
16,218
+7,934
| +96% | +$605K | 0.35% | 40 |
|
|
2022
Q4 | $623K | Sell |
8,284
-11,339
| -58% | -$853K | 0.19% | 72 |
|
|
2022
Q3 | $1.46M | Sell |
19,623
-1,160
| -6% | -$86.2K | 0.49% | 25 |
|
|
2022
Q2 | $1.59M | Buy |
20,783
+2,682
| +15% | +$205K | 0.52% | 21 |
|
|
2022
Q1 | $1.41M | Buy |
18,101
+8,268
| +84% | +$646K | 0.43% | 24 |
|
|
2021
Q4 | $799K | Buy |
9,833
+2,379
| +32% | +$193K | 0.24% | 38 |
|
|
2021
Q3 | $614K | Buy |
7,454
+849
| +13% | +$69.9K | 0.19% | 43 |
|
|
2021
Q2 | $546K | Buy |
6,605
+3,134
| +90% | +$259K | 0.2% | 46 |
|
|
2021
Q1 | $286K | Buy |
+3,471
| New | +$286K | 0.12% | 71 |
|