PFM
Phillips 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Sell |
74,184
-7,817
| -10% | -$621K | 0.43% | 43 |
|
|
2025
Q1 | $6.47M | Sell |
82,001
-4,246
| -5% | -$335K | 0.5% | 41 |
|
|
2024
Q4 | $6.73M | Sell |
86,247
-15,432
| -15% | -$1.2M | 0.53% | 39 |
|
|
2024
Q3 | $8.08M | Sell |
101,679
-4,940
| -5% | -$392K | 0.63% | 37 |
|
|
2024
Q2 | $8.24M | Sell |
106,619
-6,686
| -6% | -$517K | 0.68% | 38 |
|
|
2024
Q1 | $8.76M | Buy |
113,305
+4,045
| +4% | +$313K | 0.72% | 37 |
|
|
2023
Q4 | $8.45M | Sell |
109,260
-4,005
| -4% | -$310K | 0.73% | 34 |
|
|
2023
Q3 | $8.51M | Buy |
113,265
+2,567
| +2% | +$193K | 0.81% | 33 |
|
|
2023
Q2 | $8.38M | Sell |
110,698
-10,920
| -9% | -$826K | 0.78% | 33 |
|
|
2023
Q1 | $9.27M | Buy |
121,618
+5,134
| +4% | +$391K | 0.89% | 29 |
|
|
2022
Q4 | $8.76M | Sell |
116,484
-34,946
| -23% | -$2.63M | 0.89% | 31 |
|
|
2022
Q3 | $11.2M | Sell |
151,430
-5,823
| -4% | -$433K | 1.24% | 24 |
|
|
2022
Q2 | $12M | Sell |
157,253
-58,857
| -27% | -$4.49M | 1.3% | 21 |
|
|
2022
Q1 | $16.9M | Buy |
216,110
+16,519
| +8% | +$1.29M | 1.6% | 20 |
|
|
2021
Q4 | $16.2M | Sell |
199,591
-98,156
| -33% | -$7.98M | 1.59% | 20 |
|
|
2021
Q3 | $24.5M | Sell |
297,747
-132,262
| -31% | -$10.9M | 2.54% | 14 |
|
|
2021
Q2 | $35.6M | Buy |
430,009
+291,302
| +210% | +$24.1M | 3.67% | 9 |
|
|
2021
Q1 | $11.4M | Buy |
138,707
+70,250
| +103% | +$5.8M | 1.41% | 22 |
|
|
2020
Q4 | $5.7M | Buy |
68,457
+3,668
| +6% | +$305K | 0.78% | 29 |
|
|
2020
Q3 | $5.37M | Sell |
64,789
-2,120
| -3% | -$176K | 0.84% | 27 |
|
|
2020
Q2 | $5.53M | Buy |
66,909
+990
| +2% | +$81.8K | 0.91% | 25 |
|
|
2020
Q1 | $5.17M | Buy |
65,919
+6,223
| +10% | +$488K | 1.03% | 25 |
|
|
2019
Q4 | $4.84M | Buy |
59,696
+1,488
| +3% | +$121K | 0.79% | 26 |
|
|
2019
Q3 | $4.72M | Buy |
58,208
+3,663
| +7% | +$297K | 0.83% | 25 |
|
|
2019
Q2 | $4.39M | Buy |
54,545
+382
| +0.7% | +$30.8K | 0.8% | 28 |
|
|
2019
Q1 | $4.3M | Sell |
54,163
-1,008
| -2% | -$80K | 0.82% | 28 |
|
|
2018
Q4 | $4.3M | Buy |
55,171
+2,039
| +4% | +$159K | 0.92% | 25 |
|
|
2018
Q3 | $4.15M | Buy |
53,132
+3,795
| +8% | +$296K | 0.85% | 27 |
|
|
2018
Q2 | $3.85M | Sell |
49,337
-1,977
| -4% | -$154K | 0.81% | 26 |
|
|
2018
Q1 | $4.02M | Buy |
51,314
+717
| +1% | +$56.2K | 0.87% | 24 |
|
|
2017
Q4 | $4.01M | Sell |
50,597
-1,441
| -3% | -$114K | 0.85% | 24 |
|
|
2017
Q3 | $4.17M | Buy |
52,038
+190
| +0.4% | +$15.2K | 0.91% | 23 |
|
|
2017
Q2 | $4.15M | Sell |
51,848
-563
| -1% | -$45.1K | 0.95% | 22 |
|
|
2017
Q1 | $4.19M | Buy |
52,411
+1,539
| +3% | +$123K | 1.02% | 21 |
|
|
2016
Q4 | $4.04M | Sell |
50,872
-802
| -2% | -$63.7K | 1.01% | 21 |
|
|
2016
Q3 | $4.15M | Sell |
51,674
-605
| -1% | -$48.6K | 1.1% | 21 |
|
|
2016
Q2 | $4.21M | Sell |
52,279
-3,198
| -6% | -$258K | 1.13% | 21 |
|
|
2016
Q1 | $4.44M | Sell |
55,477
-2,229
| -4% | -$178K | 1.23% | 21 |
|
|
2015
Q4 | $4.56M | Sell |
57,706
-1,386
| -2% | -$110K | 1.38% | 19 |
|
|
2015
Q3 | $4.71M | Sell |
59,092
-969
| -2% | -$77.3K | 1.37% | 19 |
|
|
2015
Q2 | $4.77M | Buy |
60,061
+624
| +1% | +$49.6K | 1.32% | 20 |
|
|
2015
Q1 | $4.77M | Buy |
59,437
+4,800
| +9% | +$386K | 1.31% | 20 |
|
|
2014
Q4 | $4.36M | Buy |
54,637
+1,554
| +3% | +$124K | 1.25% | 21 |
|
|
2014
Q3 | $4.26M | Buy |
53,083
+3,441
| +7% | +$276K | 1.29% | 22 |
|
|
2014
Q2 | $3.98M | Buy |
49,642
+4,774
| +11% | +$383K | 1.19% | 22 |
|
|
2014
Q1 | $3.59M | Buy |
44,868
+5,745
| +15% | +$460K | 1.13% | 22 |
|
|
2013
Q4 | $3.12M | Buy |
39,123
+3,336
| +9% | +$266K | 1.03% | 23 |
|
|
2013
Q3 | $2.85M | Buy |
35,787
+8,016
| +29% | +$637K | 1.01% | 21 |
|
|
2013
Q2 | $2.21M | Buy |
+27,771
| New | +$2.21M | 0.8% | 31 |
|