Lutz Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lutz Financial Services’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$54.8M	Buy	689,269 +8,149	+1%	+$648K	4.25%	7
2025 Q1	$53.8M	Buy	681,120 +7,141	+1%	+$564K	4.4%	7
2024 Q4	$52.6M	Buy	673,979 +34,214	+5%	+$2.67M	4.25%	7
2024 Q3	$50.8M	Buy	639,765 +27,696	+5%	+$2.2M	4.12%	7
2024 Q2	$47.3M	Buy	612,069 +9,362	+2%	+$723K	4.12%	7
2024 Q1	$46.6M	Buy	602,707 +11,993	+2%	+$927K	4.07%	7
2023 Q4	$45.7M	Buy	590,714 +35,644	+6%	+$2.76M	4.29%	7
2023 Q3	$41.7M	Buy	555,070 +53,839	+11%	+$4.05M	4.54%	6
2023 Q2	$37.9M	Buy	501,231 +19,784	+4%	+$1.5M	4.08%	7
2023 Q1	$36.7M	Buy	481,447 +16,602	+4%	+$1.27M	4.19%	6
2022 Q4	$35M	Buy	464,845 +20,577	+5%	+$1.55M	4.29%	7
2022 Q3	$33M	Buy	444,268 +33,998	+8%	+$2.53M	4.51%	7
2022 Q2	$31.3M	Sell	410,270 -40,262	-9%	-$3.07M	4.15%	7
2022 Q1	$35.2M	Sell	450,532 -10,253	-2%	-$801K	4.34%	7
2021 Q4	$37.4M	Buy	460,785 +61,973	+16%	+$5.04M	4.6%	7
2021 Q3	$32.9M	Buy	398,812 +39,599	+11%	+$3.26M	4.27%	7
2021 Q2	$29.7M	Buy	359,213 +55,401	+18%	+$4.58M	3.96%	7
2021 Q1	$25.1M	Buy	303,812 +56,982	+23%	+$4.7M	3.71%	8
2020 Q4	$20.5M	Buy	246,830 +93,101	+61%	+$7.75M	3.37%	9
2020 Q3	$12.7M	Buy	153,729 +59,713	+64%	+$4.95M	2.45%	12
2020 Q2	$7.77M	Buy	94,016 +46,641	+98%	+$3.86M	1.58%	19
2020 Q1	$3.75M	Buy	47,375 +37,993	+405%	+$3M	0.83%	30
2019 Q4	$760K	Sell	9,382 -175	-2%	-$14.2K	0.14%	50
2019 Q3	$775K	Buy	9,557 +267	+3%	+$21.7K	0.15%	49
2019 Q2	$750K	Buy	9,290 +202	+2%	+$16.3K	0.15%	47
2019 Q1	$725K	Buy	9,088 +1,905	+27%	+$152K	0.15%	42
2018 Q4	$560K	Sell	7,183 -3,285	-31%	-$256K	0.13%	51
2018 Q3	$818K	Sell	10,468 -5,619	-35%	-$439K	0.18%	34
2018 Q2	$1.26M	Sell	16,087 -3,769	-19%	-$294K	0.36%	27
2018 Q1	$1.56M	Buy	19,856 +406	+2%	+$31.8K	0.46%	26
2017 Q4	$1.54M	Buy	+19,450	New	+$1.54M	0.45%	28