PAM
Peak Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,302
| Closed | -$268K | – | 136 |
|
|
2019
Q4 | $268K | Buy |
3,302
+300
| +10% | +$24.3K | 0.08% | 106 |
|
|
2019
Q3 | $243K | Hold |
3,002
| – | – | 0.08% | 108 |
|
|
2019
Q2 | $242K | Sell |
3,002
-335
| -10% | -$27K | 0.08% | 114 |
|
|
2019
Q1 | $266K | Sell |
3,337
-130
| -4% | -$10.4K | 0.09% | 109 |
|
|
2018
Q4 | $270K | Sell |
3,467
-101
| -3% | -$7.87K | 0.1% | 101 |
|
|
2018
Q3 | $279K | Hold |
3,568
| – | – | 0.09% | 105 |
|
|
2018
Q2 | $279K | Sell |
3,568
-2,862
| -45% | -$224K | 0.1% | 103 |
|
|
2018
Q1 | $504K | Sell |
6,430
-575
| -8% | -$45.1K | 0.19% | 76 |
|
|
2017
Q4 | $555K | Hold |
7,005
| – | – | 0.2% | 73 |
|
|
2017
Q3 | $561K | Buy |
7,005
+530
| +8% | +$42.4K | 0.2% | 82 |
|
|
2017
Q2 | $518K | Sell |
6,475
-421
| -6% | -$33.7K | 0.19% | 84 |
|
|
2017
Q1 | $550K | Sell |
6,896
-1,591
| -19% | -$127K | 0.21% | 85 |
|
|
2016
Q4 | $674K | Buy |
8,487
+389
| +5% | +$30.9K | 0.27% | 72 |
|
|
2016
Q3 | $652K | Buy |
8,098
+37
| +0.5% | +$2.98K | 0.27% | 73 |
|
|
2016
Q2 | $652K | Sell |
8,061
-118
| -1% | -$9.54K | 0.29% | 67 |
|
|
2016
Q1 | $655K | Buy |
8,179
+2,605
| +47% | +$209K | 0.31% | 59 |
|
|
2015
Q4 | $440K | Sell |
5,574
-54
| -1% | -$4.26K | 0.22% | 72 |
|
|
2015
Q3 | $449K | Hold |
5,628
| – | – | 0.24% | 66 |
|
|
2015
Q2 | $448K | Buy |
5,628
+281
| +5% | +$22.4K | 0.24% | 72 |
|
|
2015
Q1 | $429K | Buy |
5,347
+1,565
| +41% | +$126K | 0.21% | 75 |
|
|
2014
Q4 | $301K | Buy |
+3,782
| New | +$301K | 0.16% | 91 |
|