Lifeworks Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
3,067
-7
| -0.2% | -$556 | 0.04% | 281 |
|
2025
Q1 | $243K | Sell |
3,074
-3,890
| -56% | -$307K | 0.04% | 273 |
|
2024
Q4 | $543K | Buy |
6,964
+2,056
| +42% | +$160K | 0.1% | 159 |
|
2024
Q3 | $390K | Buy |
+4,908
| New | +$390K | 0.08% | 195 |
|
2022
Q3 | – | Sell |
-3,662
| Closed | -$279K | – | 156 |
|
2022
Q2 | $279K | Sell |
3,662
-26
| -0.7% | -$1.98K | 0.18% | 106 |
|
2022
Q1 | $288K | Sell |
3,688
-10
| -0.3% | -$781 | 0.19% | 103 |
|
2021
Q4 | $300K | Buy |
+3,698
| New | +$300K | 0.24% | 97 |
|