LeJeune Puetz Investment Counsel’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
Q1 | $6.64M | Sell |
87,135
-3,549
| -4% | -$271K | 2.38% | 5 |
|
2022
Q4 | $6.82M | Sell |
90,684
-8,422
| -8% | -$633K | 2.55% | 4 |
|
2022
Q3 | $7.36M | Buy |
99,106
+5,901
| +6% | +$438K | 3.03% | 4 |
|
2022
Q2 | $7.11M | Buy |
93,205
+8,801
| +10% | +$671K | 2.77% | 5 |
|
2022
Q1 | $6.59M | Buy |
84,404
+400
| +0.5% | +$31.2K | 2.3% | 6 |
|
2021
Q4 | $6.83M | Buy |
84,004
+5,136
| +7% | +$417K | 2.3% | 6 |
|
2021
Q3 | $6.5M | Buy |
78,868
+3,700
| +5% | +$305K | 2.36% | 6 |
|
2021
Q2 | $6.22M | Buy |
75,168
+6,650
| +10% | +$550K | 2.3% | 6 |
|
2021
Q1 | $5.65M | Buy |
68,518
+5,552
| +9% | +$458K | 2.22% | 7 |
|
2020
Q4 | $5.24M | Buy |
62,966
+7,601
| +14% | +$633K | 2.26% | 5 |
|
2020
Q3 | $4.59M | Buy |
55,365
+11,366
| +26% | +$942K | 2.25% | 5 |
|
2020
Q2 | $3.64M | Sell |
43,999
-449
| -1% | -$37.1K | 1.9% | 10 |
|
2020
Q1 | $3.52M | Buy |
44,448
+8,675
| +24% | +$686K | 2.06% | 7 |
|
2019
Q4 | $2.9M | Buy |
35,773
+6,727
| +23% | +$545K | 1.36% | 21 |
|
2019
Q3 | $2.35M | Buy |
29,046
+1,701
| +6% | +$138K | 1.2% | 25 |
|
2019
Q2 | $2.21M | Buy |
27,345
+1,595
| +6% | +$129K | 1.14% | 27 |
|
2019
Q1 | $2.05M | Buy |
25,750
+1,000
| +4% | +$79.8K | 1.12% | 30 |
|
2018
Q4 | $1.93M | Buy |
24,750
+1,900
| +8% | +$148K | 1.2% | 26 |
|
2018
Q3 | $1.79M | Buy |
22,850
+2,550
| +13% | +$199K | 1.03% | 33 |
|
2018
Q2 | $1.59M | Buy |
20,300
+9,650
| +91% | +$753K | 0.98% | 36 |
|
2018
Q1 | $835K | Buy |
+10,650
| New | +$835K | 0.51% | 69 |
|