Oakwell Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
109,293
+9,821
| +10% | +$781K | 2% | 10 |
|
|
2025
Q1 | $7.85M | Buy |
99,472
+5,473
| +6% | +$432K | 2.17% | 10 |
|
|
2024
Q4 | $7.33M | Buy |
93,999
+14,465
| +18% | +$1.13M | 2.06% | 11 |
|
|
2024
Q3 | $6.32M | Sell |
79,534
-16,144
| -17% | -$1.28M | 1.82% | 13 |
|
|
2024
Q2 | $7.39M | Buy |
95,678
+14,910
| +18% | +$1.15M | 2.09% | 12 |
|
|
2024
Q1 | $6.24M | Buy |
80,768
+14,274
| +21% | +$1.1M | 1.9% | 13 |
|
|
2023
Q4 | $5.14M | Buy |
+66,494
| New | +$5.14M | 1.8% | 13 |
|