O'Rourke & Company’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
Q3 | – | Sell |
-4,642
| Closed | -$351K | – | 136 |
|
|
2023
Q2 | $351K | Sell |
4,642
-44
| -0.9% | -$3.33K | 0.25% | 87 |
|
|
2023
Q1 | $357K | Sell |
4,686
-438
| -9% | -$33.4K | 0.27% | 83 |
|
|
2022
Q4 | $385K | Buy |
5,124
+165
| +3% | +$12.4K | 0.31% | 80 |
|
|
2022
Q3 | $368K | Buy |
4,959
+1,651
| +50% | +$123K | 0.32% | 73 |
|
|
2022
Q2 | $252K | Buy |
3,308
+257
| +8% | +$19.6K | 0.21% | 94 |
|
|
2022
Q1 | $238K | Sell |
3,051
-1,871
| -38% | -$146K | 0.16% | 111 |
|
|
2021
Q4 | $400K | Buy |
+4,922
| New | +$400K | 0.27% | 76 |
|