Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,404
| Closed | -$263K | – | 106 |
|
|
2023
Q4 | $263K | Buy |
+3,404
| New | +$263K | 0.06% | 89 |
|
|
2023
Q2 | – | Sell |
-3,824
| Closed | -$292K | – | 93 |
|
|
2023
Q1 | $292K | Sell |
3,824
-2,891
| -43% | -$220K | 0.08% | 76 |
|
|
2022
Q4 | $505K | Sell |
6,715
-2,257
| -25% | -$170K | 0.15% | 75 |
|
|
2022
Q3 | $666K | Sell |
8,972
-2,940
| -25% | -$218K | 0.2% | 76 |
|
|
2022
Q2 | $908K | Sell |
11,912
-17,264
| -59% | -$1.32M | 0.25% | 68 |
|
|
2022
Q1 | $2.28M | Sell |
29,176
-2,795
| -9% | -$218K | 0.45% | 57 |
|
|
2021
Q4 | $2.6M | Sell |
31,971
-2,152
| -6% | -$175K | 0.48% | 55 |
|
|
2021
Q3 | $2.81M | Sell |
34,123
-1,983
| -5% | -$163K | 0.56% | 49 |
|
|
2021
Q2 | $2.99M | Sell |
36,106
-2,627
| -7% | -$217K | 0.6% | 49 |
|
|
2021
Q1 | $3.2M | Sell |
38,733
-14,511
| -27% | -$1.2M | 0.68% | 46 |
|
|
2020
Q4 | $4.43M | Sell |
53,244
-35,904
| -40% | -$2.99M | 0.95% | 35 |
|
|
2020
Q3 | $7.39M | Buy |
89,148
+11,980
| +16% | +$993K | 1.29% | 29 |
|
|
2020
Q2 | $6.38M | Sell |
77,168
-2,288
| -3% | -$189K | 1.39% | 31 |
|
|
2020
Q1 | $6.29M | Buy |
79,456
+126
| +0.2% | +$9.97K | 1.69% | 23 |
|
|
2019
Q4 | $6.43M | Buy |
+79,330
| New | +$6.43M | 1.35% | 33 |
|