Provence Wealth Management Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.87M | Buy |
37,150
+899
| +2% | +$69.6K | 1.54% | 18 |
|
2023
Q3 | $2.72M | Buy |
36,251
+7,380
| +26% | +$555K | 1.67% | 14 |
|
2023
Q2 | $2.18M | Buy |
28,871
+5,323
| +23% | +$403K | 1.28% | 18 |
|
2023
Q1 | $1.8M | Buy |
23,548
+4,882
| +26% | +$372K | 1.19% | 16 |
|
2022
Q4 | $1.4M | Buy |
18,666
+8,857
| +90% | +$666K | 1.15% | 18 |
|
2022
Q3 | $729K | Sell |
9,809
-115
| -1% | -$8.55K | 0.95% | 24 |
|
2022
Q2 | $757K | Buy |
9,924
+661
| +7% | +$50.4K | 0.99% | 25 |
|
2022
Q1 | $723K | Buy |
9,263
+1,079
| +13% | +$84.2K | 0.83% | 26 |
|
2021
Q4 | $665K | Buy |
+8,184
| New | +$665K | 0.75% | 30 |
|