Montis Financial’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 | $26.2M | Buy |
329,497
+33,097
| +11% | +$2.63M | 7.28% | 4 |
|
|
2025
Q1 | $23.4M | Buy |
296,400
+36,435
| +14% | +$2.88M | 6.88% | 3 |
|
|
2024
Q4 | $20.3M | Sell |
259,965
-7,301
| -3% | -$570K | 6.26% | 5 |
|
|
2024
Q3 | $21.2M | Sell |
267,266
-19,995
| -7% | -$1.59M | 7.54% | 5 |
|
|
2024
Q2 | $22.2M | Sell |
287,261
-16,828
| -6% | -$1.3M | 10.18% | 3 |
|
|
2024
Q1 | $23.5M | Buy |
+304,089
| New | +$23.5M | 11.17% | 3 |
|