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Perennial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
79,784
-769
| -1% | -$61.1K | 1.18% | 30 |
|
|
2025
Q1 | $6.36M | Buy |
80,553
+7,449
| +10% | +$588K | 1.27% | 28 |
|
|
2024
Q4 | $5.7M | Buy |
+73,104
| New | +$5.7M | 1.24% | 28 |
|
|
2024
Q2 | $5.92M | Sell |
76,665
-1,757
| -2% | -$136K | 1.33% | 27 |
|
|
2024
Q1 | $6.06M | Buy |
78,422
+2,673
| +4% | +$207K | 1.41% | 28 |
|
|
2023
Q4 | $5.86M | Buy |
75,749
+3,203
| +4% | +$248K | 1.44% | 27 |
|
|
2023
Q3 | $5.45M | Sell |
72,546
-3,939
| -5% | -$296K | 1.47% | 27 |
|
|
2023
Q2 | $5.79M | Sell |
76,485
-1,348
| -2% | -$102K | 1.48% | 27 |
|
|
2023
Q1 | $5.93M | Sell |
77,833
-6,748
| -8% | -$514K | 1.7% | 23 |
|
|
2022
Q4 | $6.36M | Sell |
84,581
-14,562
| -15% | -$1.09M | 2.02% | 21 |
|
|
2022
Q3 | $7.36M | Sell |
99,143
-21,972
| -18% | -$1.63M | 2.41% | 13 |
|
|
2022
Q2 | $9.24M | Sell |
121,115
-5,503
| -4% | -$420K | 2.87% | 6 |
|
|
2022
Q1 | $9.89M | Sell |
126,618
-313
| -0.2% | -$24.4K | 2.62% | 7 |
|
|
2021
Q4 | $10.3M | Sell |
126,931
-2,501
| -2% | -$203K | 2.78% | 5 |
|
|
2021
Q3 | $10.7M | Buy |
129,432
+4,162
| +3% | +$343K | 3.14% | 4 |
|
|
2021
Q2 | $10.4M | Buy |
125,270
+4,939
| +4% | +$409K | 3.01% | 5 |
|
|
2021
Q1 | $9.93M | Buy |
120,331
+11,310
| +10% | +$933K | 3.12% | 4 |
|
|
2020
Q4 | $9.08M | Buy |
109,021
+14,898
| +16% | +$1.24M | 3.2% | 3 |
|
|
2020
Q3 | $7.8M | Buy |
94,123
+7,275
| +8% | +$603K | 3.19% | 5 |
|
|
2020
Q2 | $7.18M | Buy |
86,848
+35,661
| +70% | +$2.95M | 3.05% | 6 |
|
|
2020
Q1 | $4.05M | Buy |
51,187
+1,477
| +3% | +$117K | 2.26% | 14 |
|
|
2019
Q4 | $4.03M | Buy |
49,710
+4,274
| +9% | +$346K | 1.93% | 20 |
|
|
2019
Q3 | $3.68M | Buy |
45,436
+2,551
| +6% | +$207K | 1.91% | 22 |
|
|
2019
Q2 | $3.46M | Buy |
42,885
+213
| +0.5% | +$17.2K | 1.84% | 22 |
|
|
2019
Q1 | $3.4M | Sell |
42,672
-535
| -1% | -$42.7K | 1.94% | 21 |
|
|
2018
Q4 | $3.37M | Sell |
43,207
-1,194
| -3% | -$93.1K | 2.18% | 14 |
|
|
2018
Q3 | $3.47M | Sell |
44,401
-562
| -1% | -$43.9K | 2% | 17 |
|
|
2018
Q2 | $3.51M | Sell |
44,963
-802
| -2% | -$62.6K | 2.17% | 13 |
|
|
2018
Q1 | $3.59M | Sell |
45,765
-3,374
| -7% | -$265K | 2.27% | 11 |
|
|
2017
Q4 | $3.9M | Buy |
49,139
+4,551
| +10% | +$361K | 2.42% | 9 |
|
|
2017
Q3 | $3.57M | Buy |
44,588
+2,063
| +5% | +$165K | 2.42% | 9 |
|
|
2017
Q2 | $3.4M | Buy |
42,525
+385
| +0.9% | +$30.8K | 2.47% | 7 |
|
|
2017
Q1 | $3.36M | Buy |
42,140
+7,016
| +20% | +$559K | 2.59% | 6 |
|
|
2016
Q4 | $2.79M | Buy |
+35,124
| New | +$2.79M | 2.31% | 13 |
|