PS
Planned Solutions’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-473
| Closed | -$37.6K | – | 612 |
|
|
2024
Q3 | $37.6K | Buy |
+473
| New | +$37.6K | 0.02% | 334 |
|
|
2024
Q1 | – | Sell |
-473
| Closed | -$36.6K | – | 532 |
|
|
2023
Q4 | $36.6K | Buy |
+473
| New | +$36.6K | 0.02% | 317 |
|
|
2022
Q4 | – | Sell |
-5,234
| Closed | -$389K | – | 75 |
|
|
2022
Q3 | $389K | Hold |
5,234
| – | – | 0.33% | 38 |
|
|
2022
Q2 | $399K | Hold |
5,234
| – | – | 0.37% | 36 |
|
|
2022
Q1 | $409K | Buy |
5,234
+473
| +10% | +$37K | 0.29% | 38 |
|
|
2021
Q4 | $387K | Buy |
+4,761
| New | +$387K | 0.26% | 48 |
|
|
2021
Q2 | $394K | Hold |
4,761
| – | – | 0.27% | 42 |
|
|
2021
Q1 | $393K | Hold |
4,761
| – | – | 0.31% | 38 |
|
|
2020
Q4 | $396K | Hold |
4,761
| – | – | 0.32% | 34 |
|
|
2020
Q3 | $394K | Buy |
+4,761
| New | +$394K | 0.38% | 28 |
|