PD
Planning Directions’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 | $5.25M | Sell |
66,026
-5,225
| -7% | -$415K | 2.95% | 11 |
|
|
2025
Q1 | $5.62M | Sell |
71,251
-3,847
| -5% | -$304K | 2.4% | 9 |
|
|
2024
Q4 | $5.86M | Sell |
75,098
-5,022
| -6% | -$392K | 3.4% | 7 |
|
|
2024
Q3 | $6.36M | Sell |
80,120
-2,854
| -3% | -$227K | 3.79% | 7 |
|
|
2024
Q2 | $6.41M | Sell |
82,974
-3,331
| -4% | -$257K | 4.37% | 6 |
|
|
2024
Q1 | $6.67M | Sell |
86,305
-25,031
| -22% | -$1.94M | 4.64% | 6 |
|
|
2023
Q4 | $8.61M | Buy |
111,336
+5,461
| +5% | +$423K | 6.14% | 4 |
|
|
2023
Q3 | $7.96M | Buy |
105,875
+3,005
| +3% | +$226K | 6.09% | 4 |
|
|
2023
Q2 | $7.78M | Buy |
102,870
+12,379
| +14% | +$937K | 5.66% | 5 |
|
|
2023
Q1 | $6.9M | Sell |
90,491
-1,758
| -2% | -$134K | 5.13% | 6 |
|
|
2022
Q4 | $6.94M | Sell |
92,249
-24,337
| -21% | -$1.83M | 5.29% | 6 |
|
|
2022
Q3 | $8.66M | Buy |
116,586
+14,665
| +14% | +$1.09M | 7% | 4 |
|
|
2022
Q2 | $7.77M | Buy |
101,921
+14,097
| +16% | +$1.08M | 5.96% | 4 |
|
|
2022
Q1 | $6.86M | Buy |
87,824
+4,019
| +5% | +$314K | 4.82% | 5 |
|
|
2021
Q4 | $6.81M | Buy |
83,805
+2,732
| +3% | +$222K | 4.53% | 5 |
|
|
2021
Q3 | $6.68M | Buy |
81,073
+1,157
| +1% | +$95.3K | 4.86% | 4 |
|
|
2021
Q2 | $6.61M | Buy |
79,916
+413
| +0.5% | +$34.2K | 4.83% | 4 |
|
|
2021
Q1 | $6.56M | Sell |
79,503
-2,900
| -4% | -$239K | 5.16% | 4 |
|
|
2020
Q4 | $6.86M | Sell |
82,403
-1,665
| -2% | -$139K | 5.56% | 4 |
|
|
2020
Q3 | $6.97M | Buy |
84,068
+969
| +1% | +$80.3K | 6.14% | 2 |
|
|
2020
Q2 | $6.87M | Buy |
+83,099
| New | +$6.87M | 6.41% | 2 |
|
|
2020
Q1 | – | Sell |
-93,121
| Closed | -$7.55M | – | 91 |
|
|
2019
Q4 | $7.55M | Sell |
93,121
-6,828
| -7% | -$553K | 6.98% | 3 |
|
|
2019
Q3 | $8.1M | Buy |
99,949
+321
| +0.3% | +$26K | 7.77% | 2 |
|
|
2019
Q2 | $8.04M | Buy |
99,628
+2,662
| +3% | +$215K | 8.16% | 2 |
|
|
2019
Q1 | $7.73M | Sell |
96,966
-9,727
| -9% | -$776K | 9.19% | 2 |
|
|
2018
Q4 | $8.32M | Sell |
106,693
-11,252
| -10% | -$877K | 10.28% | 2 |
|
|
2018
Q3 | $9.22M | Sell |
117,945
-1,503
| -1% | -$117K | 8.57% | 2 |
|
|
2018
Q2 | $9.33M | Sell |
119,448
-2,378
| -2% | -$186K | 9.01% | 2 |
|
|
2018
Q1 | $9.56M | Buy |
+121,826
| New | +$9.56M | 9.36% | 2 |
|