PFA
Plotkin Financial Advisors’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 | $438K | Sell |
5,506
-45
| -0.8% | -$3.58K | 0.24% | 62 |
|
|
2025
Q1 | $438K | Sell |
5,551
-542
| -9% | -$42.8K | 0.27% | 58 |
|
|
2024
Q4 | $475K | Sell |
6,093
-370
| -6% | -$28.9K | 0.28% | 50 |
|
|
2024
Q3 | $513K | Buy |
6,463
+2,823
| +78% | +$224K | 0.31% | 49 |
|
|
2024
Q2 | $281K | Sell |
3,640
-338
| -8% | -$26.1K | 0.18% | 70 |
|
|
2024
Q1 | $308K | Sell |
3,978
-145
| -4% | -$11.2K | 0.2% | 66 |
|
|
2023
Q4 | $319K | Sell |
4,123
-321
| -7% | -$24.8K | 0.24% | 61 |
|
|
2023
Q3 | $334K | Sell |
4,444
-518
| -10% | -$38.9K | 0.29% | 55 |
|
|
2023
Q2 | $375K | Hold |
4,962
| – | – | 0.31% | 52 |
|
|
2023
Q1 | $378K | Hold |
4,962
| – | – | 0.35% | 48 |
|
|
2022
Q4 | $373K | Sell |
4,962
-1,100
| -18% | -$82.7K | 0.38% | 43 |
|
|
2022
Q3 | $450K | Buy |
6,062
+924
| +18% | +$68.6K | 0.46% | 38 |
|
|
2022
Q2 | $392K | Sell |
5,138
-697
| -12% | -$53.2K | 0.37% | 41 |
|
|
2022
Q1 | $456K | Buy |
5,835
+604
| +12% | +$47.2K | 0.32% | 45 |
|
|
2021
Q4 | $425K | Sell |
5,231
-4,149
| -44% | -$337K | 0.27% | 55 |
|
|
2021
Q3 | $773K | Sell |
9,380
-962
| -9% | -$79.3K | 0.46% | 38 |
|
|
2021
Q2 | $855K | Buy |
10,342
+3,022
| +41% | +$250K | 0.47% | 45 |
|
|
2021
Q1 | $604K | Buy |
7,320
+2,244
| +44% | +$185K | 0.37% | 42 |
|
|
2020
Q4 | $423K | Sell |
5,076
-4,921
| -49% | -$410K | 0.28% | 45 |
|
|
2020
Q3 | $828K | Buy |
9,997
+6,992
| +233% | +$579K | 0.91% | 28 |
|
|
2020
Q2 | $248K | Sell |
3,005
-495
| -14% | -$40.9K | 0.21% | 53 |
|
|
2020
Q1 | $277K | Sell |
3,500
-739
| -17% | -$58.5K | 0.34% | 43 |
|
|
2019
Q4 | $343K | Buy |
+4,239
| New | +$343K | 0.32% | 46 |
|