PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,040
| Closed | -$387K | – | 187 |
|
|
2022
Q1 | $387K | Sell |
5,040
-1,911
| -27% | -$147K | 0.09% | 130 |
|
|
2021
Q4 | $558K | Sell |
6,951
-125
| -2% | -$10K | 0.11% | 114 |
|
|
2021
Q3 | $580K | Sell |
7,076
-375
| -5% | -$30.7K | 0.11% | 111 |
|
|
2021
Q2 | $617K | Buy |
7,451
+3,000
| +67% | +$248K | 0.12% | 109 |
|
|
2021
Q1 | $368K | Buy |
+4,451
| New | +$368K | 0.08% | 129 |
|