Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-469
| Closed | -$36.2K | – | 905 |
|
|
2024
Q1 | $36.2K | Buy |
+469
| New | +$36.2K | ﹤0.01% | 406 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.43K | – | 920 |
|
|
2023
Q3 | $1.43K | Buy |
+19
| New | +$1.43K | ﹤0.01% | 676 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$56 | – | 951 |
|
|
2022
Q4 | $56 | Sell |
1
-1
| -50% | -$56 | ﹤0.01% | 842 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1094 |
|
|
2021
Q1 | – | Sell |
-2,885
| Closed | -$240K | – | 1150 |
|
|
2020
Q4 | $240K | Hold |
2,885
| – | – | 0.07% | 144 |
|
|
2020
Q3 | $239K | Buy |
2,885
+2,768
| +2,366% | +$229K | 0.08% | 130 |
|
|
2020
Q2 | $10K | Buy |
+117
| New | +$10K | ﹤0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-7,113
| Closed | -$576K | – | 856 |
|
|
2019
Q4 | $576K | Buy |
7,113
+6,126
| +621% | +$496K | 0.2% | 73 |
|
|
2019
Q3 | $80K | Buy |
+987
| New | +$80K | 0.02% | 272 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 943 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 841 |
|
|
2015
Q1 | – | Sell |
-41
| Closed | -$3K | – | 794 |
|
|
2014
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 730 |
|