Mission Wealth Management’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 | $350K | Buy |
+4,398
| New | +$350K | 0.01% | 530 |
|
|
2024
Q2 | – | Sell |
-17,668
| Closed | -$1.37M | – | 668 |
|
|
2024
Q1 | $1.37M | Buy |
+17,668
| New | +$1.37M | 0.04% | 219 |
|
|
2022
Q4 | – | Sell |
-8,190
| Closed | -$608K | – | 515 |
|
|
2022
Q3 | $608K | Buy |
+8,190
| New | +$608K | 0.03% | 252 |
|
|
2020
Q3 | – | Sell |
-8,130
| Closed | -$672K | – | 369 |
|
|
2020
Q2 | $672K | Buy |
8,130
+3,800
| +88% | +$314K | 0.06% | 154 |
|
|
2020
Q1 | $343K | Buy |
4,330
+575
| +15% | +$45.5K | 0.04% | 197 |
|
|
2019
Q4 | $304K | Hold |
3,755
| – | – | 0.03% | 252 |
|
|
2019
Q3 | $304K | Sell |
3,755
-119
| -3% | -$9.63K | 0.03% | 232 |
|
|
2019
Q2 | $313K | Buy |
3,874
+119
| +3% | +$9.62K | 0.04% | 233 |
|
|
2019
Q1 | $299K | Hold |
3,755
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $293K | Hold |
3,755
| – | – | 0.04% | 199 |
|
|
2018
Q3 | $293K | Buy |
+3,755
| New | +$293K | 0.04% | 218 |
|