LIA
LBMC Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,731
| Closed | -$205K | – | 166 |
|
|
2022
Q4 | $205K | Buy |
+2,731
| New | +$205K | 0.02% | 152 |
|
|
2022
Q3 | – | Sell |
-9,590
| Closed | -$731K | – | 163 |
|
|
2022
Q2 | $731K | Sell |
9,590
-2,695
| -22% | -$205K | 0.08% | 60 |
|
|
2022
Q1 | $959K | Hold |
12,285
| – | – | 0.08% | 63 |
|
|
2021
Q4 | $998K | Sell |
12,285
-7,341
| -37% | -$596K | 0.09% | 66 |
|
|
2021
Q3 | $797 | Sell |
19,626
-9,401
| -32% | -$382 | 0.07% | 71 |
|
|
2021
Q2 | $2.4M | Sell |
29,027
-3,522
| -11% | -$291K | 0.23% | 36 |
|
|
2021
Q1 | $2.69M | Sell |
32,549
-3,948
| -11% | -$326K | 0.28% | 34 |
|
|
2020
Q4 | $3.04M | Buy |
36,497
+135
| +0.4% | +$11.2K | 0.36% | 30 |
|
|
2020
Q3 | $3.01M | Buy |
36,362
+7,726
| +27% | +$640K | 0.42% | 29 |
|
|
2020
Q2 | $2.37M | Buy |
+28,636
| New | +$2.37M | 0.37% | 26 |
|