Nicolet Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,748
| Closed | -$209K | – | 293 |
|
|
2022
Q4 | $209K | Buy |
+2,748
| New | +$209K | 0.03% | 226 |
|
|
2020
Q3 | – | Sell |
-3,531
| Closed | -$292K | – | 206 |
|
|
2020
Q2 | $292K | Sell |
3,531
-1,357
| -28% | -$112K | 0.04% | 155 |
|
|
2020
Q1 | $387K | Buy |
4,888
+590
| +14% | +$46.7K | 0.07% | 124 |
|
|
2019
Q4 | $348K | Sell |
4,298
-232
| -5% | -$18.8K | 0.05% | 124 |
|
|
2019
Q3 | $367K | Buy |
4,530
+25
| +0.6% | +$2.03K | 0.06% | 112 |
|
|
2019
Q2 | $363K | Hold |
4,505
| – | – | 0.06% | 108 |
|
|
2019
Q1 | $359K | Buy |
+4,505
| New | +$359K | 0.06% | 108 |
|