Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,610
| Closed | -$202K | – | 409 |
|
|
2024
Q1 | $202K | Buy |
+2,610
| New | +$202K | 0.02% | 345 |
|
|
2023
Q4 | – | Sell |
-2,735
| Closed | -$206K | – | 399 |
|
|
2023
Q3 | $206K | Sell |
2,735
-99
| -3% | -$7.44K | 0.02% | 313 |
|
|
2023
Q2 | $214K | Sell |
2,834
-318
| -10% | -$24.1K | 0.03% | 321 |
|
|
2023
Q1 | $240K | Sell |
3,152
-204
| -6% | -$15.6K | 0.03% | 292 |
|
|
2022
Q4 | $252K | Sell |
3,356
-5,247
| -61% | -$395K | 0.03% | 271 |
|
|
2022
Q3 | $639K | Buy |
8,603
+4,384
| +104% | +$326K | 0.1% | 132 |
|
|
2022
Q2 | $322K | Sell |
4,219
-12
| -0.3% | -$916 | 0.05% | 222 |
|
|
2022
Q1 | $330K | Hold |
4,231
| – | – | 0.05% | 229 |
|
|
2021
Q4 | $344K | Sell |
4,231
-42
| -1% | -$3.42K | 0.05% | 225 |
|
|
2021
Q3 | $352K | Buy |
4,273
+325
| +8% | +$26.8K | 0.06% | 213 |
|
|
2021
Q2 | $327K | Hold |
3,948
| – | – | 0.05% | 211 |
|
|
2021
Q1 | $326K | Buy |
+3,948
| New | +$326K | 0.05% | 209 |
|