LRIA
Leonard Rickey 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Buy |
367,762
+3,167
| +0.9% | +$252K | 5.84% | 6 |
|
|
2025
Q1 | $28.5M | Buy |
364,595
+88,191
| +32% | +$6.9M | 6.15% | 5 |
|
|
2024
Q4 | $21.6M | Buy |
276,404
+15,483
| +6% | +$1.21M | 4.97% | 7 |
|
|
2024
Q3 | $20.7M | Buy |
260,921
+5,501
| +2% | +$437K | 4.7% | 7 |
|
|
2024
Q2 | $19.7M | Buy |
255,420
+19,147
| +8% | +$1.48M | 4.73% | 8 |
|
|
2024
Q1 | $18.3M | Buy |
236,273
+16,273
| +7% | +$1.26M | 4.72% | 7 |
|
|
2023
Q4 | $17M | Buy |
220,000
+2,544
| +1% | +$197K | 5.05% | 8 |
|
|
2023
Q3 | $16.3M | Buy |
217,456
+188,674
| +656% | +$14.2M | 5.35% | 7 |
|
|
2023
Q2 | $2.18M | Sell |
28,782
-30,535
| -51% | -$2.31M | 0.82% | 17 |
|
|
2023
Q1 | $4.52M | Buy |
59,317
+2,483
| +4% | +$189K | 1.76% | 12 |
|
|
2022
Q4 | $4.27M | Buy |
56,834
+35,443
| +166% | +$2.66M | 1.81% | 11 |
|
|
2022
Q3 | $1.59M | Buy |
21,391
+292
| +1% | +$21.7K | 0.74% | 18 |
|
|
2022
Q2 | $1.61M | Sell |
21,099
-6,078
| -22% | -$464K | 0.7% | 19 |
|
|
2022
Q1 | $2.12M | Buy |
27,177
+1,362
| +5% | +$106K | 0.81% | 19 |
|
|
2021
Q4 | $2.1M | Buy |
25,815
+1,473
| +6% | +$120K | 0.77% | 17 |
|
|
2021
Q3 | $2.01M | Buy |
24,342
+105
| +0.4% | +$8.65K | 0.84% | 15 |
|
|
2021
Q2 | $2.01M | Sell |
24,237
-459,004
| -95% | -$38M | 0.87% | 14 |
|
|
2021
Q1 | $39.9M | Buy |
483,241
+71,025
| +17% | +$5.86M | 15.99% | 2 |
|
|
2020
Q4 | $34.3M | Buy |
412,216
+360,186
| +692% | +$30M | 15.63% | 2 |
|
|
2020
Q3 | $4.31M | Buy |
52,030
+4,595
| +10% | +$381K | 2.7% | 8 |
|
|
2020
Q2 | $3.92M | Buy |
47,435
+2,097
| +5% | +$173K | 2.55% | 8 |
|
|
2020
Q1 | $3.59M | Buy |
45,338
+3,474
| +8% | +$275K | 2.78% | 8 |
|
|
2019
Q4 | $3.39M | Buy |
41,864
+9,885
| +31% | +$801K | 2.05% | 13 |
|
|
2019
Q3 | $2.59M | Buy |
31,979
+1,067
| +3% | +$86.5K | 1.72% | 13 |
|
|
2019
Q2 | $2.49M | Buy |
30,912
+4,542
| +17% | +$366K | 1.68% | 13 |
|
|
2019
Q1 | $2.1M | Buy |
26,370
+3,250
| +14% | +$259K | 1.52% | 13 |
|
|
2018
Q4 | $1.8M | Buy |
23,120
+1,068
| +5% | +$83.2K | 1.49% | 13 |
|
|
2018
Q3 | $1.72M | Buy |
22,052
+3,113
| +16% | +$243K | 1.26% | 13 |
|
|
2018
Q2 | $1.48M | Buy |
18,939
+3,961
| +26% | +$309K | 1.12% | 14 |
|
|
2018
Q1 | $1.18M | Sell |
14,978
-51,784
| -78% | -$4.06M | 0.92% | 18 |
|
|
2017
Q4 | $5.29M | Buy |
+66,762
| New | +$5.29M | 4.05% | 6 |
|