Landmark Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $440K | Sell |
5,681
-1,600
| -22% | -$124K | 0.16% | 61 |
|
2023
Q3 | $547K | Sell |
7,281
-40
| -0.5% | -$3.01K | 0.22% | 52 |
|
2023
Q2 | $554K | Sell |
7,321
-190
| -3% | -$14.4K | 0.23% | 54 |
|
2023
Q1 | $573K | Buy |
7,511
+8
| +0.1% | +$610 | 0.25% | 51 |
|
2022
Q4 | $564K | Sell |
7,503
-1,507
| -17% | -$113K | 0.26% | 51 |
|
2022
Q3 | $669K | Buy |
9,010
+50
| +0.6% | +$3.71K | 0.35% | 41 |
|
2022
Q2 | $683K | Hold |
8,960
| – | – | 0.34% | 40 |
|
2022
Q1 | $691K | Buy |
8,960
+50
| +0.6% | +$3.86K | 0.33% | 40 |
|
2021
Q4 | $724K | Sell |
8,910
-1,509
| -14% | -$123K | 0.32% | 41 |
|
2021
Q3 | $860K | Buy |
10,419
+59
| +0.6% | +$4.87K | 0.46% | 30 |
|
2021
Q2 | $857K | Sell |
10,360
-59
| -0.6% | -$4.88K | 0.41% | 34 |
|
2021
Q1 | $860K | Buy |
10,419
+62
| +0.6% | +$5.12K | 0.46% | 30 |
|
2020
Q4 | $860K | Buy |
10,357
+324
| +3% | +$26.9K | 0.49% | 31 |
|
2020
Q3 | $831K | Buy |
10,033
+2,692
| +37% | +$223K | 0.53% | 31 |
|
2020
Q2 | $607K | Buy |
7,341
+550
| +8% | +$45.5K | 0.4% | 34 |
|
2020
Q1 | $551K | Sell |
6,791
-161
| -2% | -$13.1K | 0.38% | 32 |
|
2019
Q4 | $566K | Sell |
6,952
-500
| -7% | -$40.7K | 0.33% | 32 |
|
2019
Q3 | $603K | Hold |
7,452
| – | – | 0.37% | 30 |
|
2019
Q2 | $601K | Sell |
7,452
-134
| -2% | -$10.8K | 0.37% | 30 |
|
2019
Q1 | $605K | Sell |
7,586
-66
| -0.9% | -$5.26K | 0.4% | 30 |
|
2018
Q4 | $596K | Sell |
7,652
-472
| -6% | -$36.8K | 0.39% | 32 |
|
2018
Q3 | $634K | Sell |
8,124
-1,104
| -12% | -$86.2K | 0.38% | 31 |
|
2018
Q2 | $720K | Sell |
9,228
-600
| -6% | -$46.8K | 0.45% | 29 |
|
2018
Q1 | $771K | Sell |
9,828
-500
| -5% | -$39.2K | 0.48% | 28 |
|
2017
Q4 | $819K | Sell |
10,328
-599
| -5% | -$47.5K | 0.52% | 28 |
|
2017
Q3 | $876K | Sell |
10,927
-1,668
| -13% | -$134K | 0.59% | 27 |
|
2017
Q2 | $1.01M | Sell |
12,595
-3,408
| -21% | -$273K | 0.72% | 24 |
|
2017
Q1 | $1.28M | Sell |
16,003
-2,470
| -13% | -$197K | 0.95% | 22 |
|
2016
Q4 | $1.47M | Sell |
18,473
-2,729
| -13% | -$217K | 1.17% | 20 |
|
2016
Q3 | $1.71M | Sell |
21,202
-9,967
| -32% | -$803K | 1.45% | 18 |
|
2016
Q2 | $2.52M | Sell |
31,169
-6,196
| -17% | -$501K | 2.36% | 13 |
|
2016
Q1 | $2.99M | Sell |
37,365
-3,561
| -9% | -$285K | 3.03% | 10 |
|
2015
Q4 | $3.23M | Sell |
40,926
-5,859
| -13% | -$463K | 3.41% | 10 |
|
2015
Q3 | $3.73M | Sell |
46,785
-950
| -2% | -$75.7K | 4.11% | 8 |
|
2015
Q2 | $3.8M | Buy |
47,735
+8,920
| +23% | +$710K | 3.93% | 9 |
|
2015
Q1 | $3.4M | Sell |
38,815
-7,065
| -15% | -$620K | 3.58% | 9 |
|
2014
Q4 | $3.65M | Buy |
+45,880
| New | +$3.65M | 3.77% | 8 |
|