Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
15,363
+2,482
| +19% | +$197K | 0.16% | 81 |
|
|
2025
Q1 | $1.02M | Buy |
12,881
+7,528
| +141% | +$594K | 0.15% | 83 |
|
|
2024
Q4 | $418K | Buy |
+5,353
| New | +$418K | 0.06% | 184 |
|
|
2022
Q4 | – | Sell |
-3,314
| Closed | -$246K | – | 486 |
|
|
2022
Q3 | $246K | Buy |
3,314
+614
| +23% | +$45.6K | 0.05% | 278 |
|
|
2022
Q2 | $206K | Sell |
2,700
-3,274
| -55% | -$250K | 0.04% | 344 |
|
|
2022
Q1 | $467K | Buy |
+5,974
| New | +$467K | 0.09% | 174 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$22K | – | 1866 |
|
|
2020
Q4 | $22K | Buy |
+266
| New | +$22K | 0.01% | 1124 |
|
|
2018
Q1 | – | Sell |
-3,970
| Closed | -$315K | – | 183 |
|
|
2017
Q4 | $315K | Buy |
+3,970
| New | +$315K | 0.64% | 30 |
|