PFM
Parsec Financial Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $27.4M | Sell |
359,767
-5,267
| -1% | -$402K | 1.15% | 23 |
|
|
2022
Q4 | $27.4M | Buy |
365,034
+121,734
| +50% | +$9.15M | 1.22% | 24 |
|
|
2022
Q3 | $18.1M | Buy |
243,300
+162,204
| +200% | +$12M | 0.9% | 34 |
|
|
2022
Q2 | $6.18M | Buy |
81,096
+13,691
| +20% | +$1.04M | 0.3% | 68 |
|
|
2022
Q1 | $5.26M | Buy |
67,405
+14,807
| +28% | +$1.16M | 0.22% | 78 |
|
|
2021
Q4 | $4.27M | Buy |
52,598
+4,350
| +9% | +$353K | 0.18% | 90 |
|
|
2021
Q3 | $3.96M | Buy |
48,248
+17,384
| +56% | +$1.43M | 0.17% | 92 |
|
|
2021
Q2 | $2.55M | Buy |
30,864
+5,116
| +20% | +$423K | 0.12% | 114 |
|
|
2021
Q1 | $2.12M | Buy |
25,748
+3,296
| +15% | +$272K | 0.11% | 115 |
|
|
2020
Q4 | $1.87M | Sell |
22,452
-1,016
| -4% | -$84.6K | 0.1% | 118 |
|
|
2020
Q3 | $1.94M | Sell |
23,468
-1,340
| -5% | -$111K | 0.12% | 112 |
|
|
2020
Q2 | $2.05M | Sell |
24,808
-973
| -4% | -$80.4K | 0.13% | 112 |
|
|
2020
Q1 | $2.04M | Buy |
+25,781
| New | +$2.04M | 0.15% | 109 |
|