Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-1,719
| Closed | -$134K | – | 367 |
|
|
2024
Q4 | $134K | Hold |
1,719
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $137K | Hold |
1,719
| – | – | 0.02% | 98 |
|
|
2024
Q2 | $133K | Hold |
1,719
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $133K | Buy |
1,719
+204
| +13% | +$15.8K | 0.03% | 84 |
|
|
2023
Q4 | $117K | Buy |
+1,515
| New | +$117K | 0.03% | 88 |
|
|
2023
Q2 | – | Sell |
-21,500
| Closed | -$1.64M | – | 86 |
|
|
2023
Q1 | $1.64M | Sell |
21,500
-394
| -2% | -$30K | 0.42% | 34 |
|
|
2022
Q4 | $1.65M | Sell |
21,894
-2,338
| -10% | -$176K | 0.43% | 37 |
|
|
2022
Q3 | $1.8M | Buy |
24,232
+65
| +0.3% | +$4.83K | 0.49% | 35 |
|
|
2022
Q2 | $1.84M | Buy |
24,167
+3,989
| +20% | +$304K | 0.51% | 40 |
|
|
2022
Q1 | $1.58M | Buy |
20,178
+9,712
| +93% | +$759K | 0.45% | 45 |
|
|
2021
Q4 | $850K | Buy |
10,466
+7,446
| +247% | +$605K | 0.24% | 55 |
|
|
2021
Q3 | $249K | Buy |
3,020
+1
| +0% | +$82 | 0.08% | 76 |
|
|
2021
Q2 | $250K | Buy |
3,019
+241
| +9% | +$20K | 0.13% | 68 |
|
|
2021
Q1 | $229K | Sell |
2,778
-150
| -5% | -$12.4K | 0.13% | 61 |
|
|
2020
Q4 | $244K | Hold |
2,928
| – | – | 0.14% | 60 |
|
|
2020
Q3 | $243K | Hold |
2,928
| – | – | 0.14% | 59 |
|
|
2020
Q2 | $242K | Hold |
2,928
| – | – | 0.16% | 52 |
|
|
2020
Q1 | $232K | Hold |
2,928
| – | – | 0.18% | 51 |
|
|
2019
Q4 | $237K | Buy |
+2,928
| New | +$237K | 0.16% | 54 |
|