Novak & Powell Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
12,894
-21,119
| -62% | -$1.68M | 0.71% | 30 |
|
2025
Q1 | $2.68M | Sell |
34,013
-4,837
| -12% | -$382K | 1.67% | 13 |
|
2024
Q4 | $3.03M | Sell |
38,850
-2,539
| -6% | -$198K | 1.8% | 14 |
|
2024
Q3 | $3.29M | Buy |
41,389
+462
| +1% | +$36.7K | 1.91% | 12 |
|
2024
Q2 | $3.16M | Buy |
40,927
+23,540
| +135% | +$1.82M | 1.96% | 12 |
|
2024
Q1 | $1.34M | Buy |
17,387
+125
| +0.7% | +$9.66K | 1.01% | 24 |
|
2023
Q4 | $1.34M | Buy |
+17,262
| New | +$1.34M | 0.89% | 33 |
|