LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $287K | Buy |
3,463
+1,136
| +49% | +$94.1K | 0.12% | 108 |
|
|
2020
Q2 | $192K | Buy |
2,327
+15
| +0.6% | +$1.24K | 0.09% | 127 |
|
|
2020
Q1 | $183K | Buy |
2,312
+166
| +8% | +$13.1K | 0.1% | 121 |
|
|
2019
Q4 | $174K | Buy |
2,146
+329
| +18% | +$26.7K | 0.08% | 139 |
|
|
2019
Q3 | $147K | Hold |
1,817
| – | – | 0.07% | 151 |
|
|
2019
Q2 | $147K | Hold |
1,817
| – | – | 0.07% | 148 |
|
|
2019
Q1 | $145K | Buy |
1,817
+405
| +29% | +$32.3K | 0.08% | 149 |
|
|
2018
Q4 | $110K | Hold |
1,412
| – | – | 0.07% | 164 |
|
|
2018
Q3 | $110K | Hold |
1,412
| – | – | 0.06% | 177 |
|
|
2018
Q2 | $110K | Hold |
1,412
| – | – | 0.06% | 171 |
|
|
2018
Q1 | $111K | Buy |
+1,412
| New | +$111K | 0.06% | 157 |
|
|
2014
Q1 | – | Sell |
-451
| Closed | -$36K | – | 275 |
|
|
2013
Q4 | $36K | Sell |
451
-13
| -3% | -$1.04K | 0.02% | 118 |
|
|
2013
Q3 | $37K | Buy |
+464
| New | +$37K | 0.03% | 113 |
|