MIM
Morningstar Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,486
| Closed | -$2.75M | – | 206 |
|
|
2023
Q4 | $2.75M | Hold |
35,486
| – | – | 0.32% | 41 |
|
|
2023
Q3 | $2.67M | Sell |
35,486
-107,074
| -75% | -$8.05M | 0.37% | 30 |
|
|
2023
Q2 | $10.8M | Sell |
142,560
-36,148
| -20% | -$2.73M | 1.43% | 17 |
|
|
2023
Q1 | $13.6M | Sell |
178,708
-27,099
| -13% | -$2.07M | 2% | 15 |
|
|
2022
Q4 | $15.5M | Buy |
205,807
+29,919
| +17% | +$2.25M | 2.61% | 14 |
|
|
2022
Q3 | $13.1M | Hold |
175,888
| – | – | 2.48% | 14 |
|
|
2022
Q2 | $13.4M | Buy |
175,888
+7,962
| +5% | +$607K | 2.55% | 12 |
|
|
2022
Q1 | $13.1M | Sell |
167,926
-20,503
| -11% | -$1.6M | 2.46% | 12 |
|
|
2021
Q4 | $15.3M | Buy |
188,429
+6,147
| +3% | +$500K | 2.32% | 11 |
|
|
2021
Q3 | $15M | Hold |
182,282
| – | – | 2.51% | 13 |
|
|
2021
Q2 | $15.1M | Sell |
182,282
-58,017
| -24% | -$4.8M | 1.69% | 18 |
|
|
2021
Q1 | $19.8M | Buy |
240,299
+25,051
| +12% | +$2.07M | 1.99% | 16 |
|
|
2020
Q4 | $17.9M | Sell |
215,248
-42,725
| -17% | -$3.56M | 2.01% | 16 |
|
|
2020
Q3 | $21.4M | Buy |
257,973
+73,625
| +40% | +$6.1M | 2.66% | 14 |
|
|
2020
Q2 | $15.2M | Buy |
184,348
+63,490
| +53% | +$5.25M | 2.1% | 16 |
|
|
2020
Q1 | $9.56M | Buy |
+120,858
| New | +$9.56M | 1.75% | 15 |
|