Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $353K | Sell |
4,695
-242
| -5% | -$18.2K | 0.03% | 451 |
|
|
2022
Q3 | $367K | Sell |
4,937
-117
| -2% | -$8.7K | 0.04% | 417 |
|
|
2022
Q2 | $385K | Buy |
5,054
+6
| +0.1% | +$457 | 0.04% | 425 |
|
|
2022
Q1 | $394K | Sell |
5,048
-1,056
| -17% | -$82.4K | 0.03% | 495 |
|
|
2021
Q4 | $496K | Buy |
6,104
+489
| +9% | +$39.7K | 0.04% | 453 |
|
|
2021
Q3 | $463K | Sell |
5,615
-600
| -10% | -$49.5K | 0.09% | 249 |
|
|
2021
Q2 | $514K | Sell |
6,215
-2
| -0% | -$165 | 0.07% | 268 |
|
|
2021
Q1 | $513K | Sell |
6,217
-33,723
| -84% | -$2.78M | 0.08% | 250 |
|
|
2020
Q4 | $3.33M | Sell |
39,940
-1,385
| -3% | -$115K | 0.49% | 50 |
|
|
2020
Q3 | $3.42M | Buy |
41,325
+11,880
| +40% | +$984K | 0.57% | 45 |
|
|
2020
Q2 | $2.43M | Buy |
29,445
+5,207
| +21% | +$430K | 0.45% | 56 |
|
|
2020
Q1 | $1.92M | Buy |
24,238
+6,349
| +35% | +$502K | 0.44% | 56 |
|
|
2019
Q4 | $1.45M | Buy |
17,889
+130
| +0.7% | +$10.5K | 0.24% | 108 |
|
|
2019
Q3 | $1.44M | Buy |
17,759
+4,660
| +36% | +$378K | 0.25% | 106 |
|
|
2019
Q2 | $1.06M | Buy |
13,099
+3,910
| +43% | +$316K | 0.23% | 116 |
|
|
2019
Q1 | $733K | Sell |
9,189
-367
| -4% | -$29.3K | 0.18% | 136 |
|
|
2018
Q4 | $744K | Buy |
9,556
+2,950
| +45% | +$230K | 0.22% | 115 |
|
|
2018
Q3 | $516K | Buy |
6,606
+191
| +3% | +$14.9K | 0.13% | 184 |
|
|
2018
Q2 | $501K | Buy |
6,415
+3,660
| +133% | +$286K | 0.13% | 177 |
|
|
2018
Q1 | $216K | Buy |
+2,755
| New | +$216K | 0.07% | 317 |
|
|
2016
Q2 | – | Sell |
-4,125
| Closed | -$330K | – | 297 |
|
|
2016
Q1 | $330K | Buy |
+4,125
| New | +$330K | 0.17% | 156 |
|