Peak Financial 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
2023
Q2
Sell
-2,939
Closed -$224K 78
2023
Q1
$224K Sell
2,939
-5,687
-66% -$434K 0.19% 59
2022
Q4
$649K Hold
8,626
0.59% 35
2022
Q3
$641K Buy
+8,626
New +$641K 0.79% 34