ProVise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Buy |
10,578
+2
| +0% | +$159 | 0.07% | 141 |
|
|
2025
Q1 | $835K | Sell |
10,576
-4,288
| -29% | -$338K | 0.07% | 139 |
|
|
2024
Q4 | $1.16M | Sell |
14,864
-6,550
| -31% | -$511K | 0.1% | 125 |
|
|
2024
Q3 | $1.7M | Sell |
21,414
-264
| -1% | -$21K | 0.13% | 121 |
|
|
2024
Q2 | $1.68M | Sell |
21,678
-2,058
| -9% | -$159K | 0.14% | 117 |
|
|
2024
Q1 | $1.84M | Sell |
23,736
-2,422
| -9% | -$187K | 0.16% | 117 |
|
|
2023
Q4 | $2.02M | Sell |
26,158
-222
| -0.8% | -$17.2K | 0.17% | 125 |
|
|
2023
Q3 | $1.98M | Sell |
26,380
-26
| -0.1% | -$1.95K | 0.18% | 122 |
|
|
2023
Q2 | $2M | Sell |
26,406
-574
| -2% | -$43.4K | 0.18% | 122 |
|
|
2023
Q1 | $2.06M | Sell |
26,980
-1,192
| -4% | -$90.9K | 0.2% | 117 |
|
|
2022
Q4 | $2.12M | Sell |
28,172
-3,796
| -12% | -$285K | 0.21% | 115 |
|
|
2022
Q3 | $2.38M | Buy |
31,968
+169
| +0.5% | +$12.6K | 0.27% | 97 |
|
|
2022
Q2 | $2.43M | Sell |
31,799
-1,000
| -3% | -$76.3K | 0.26% | 100 |
|
|
2022
Q1 | $2.56M | Sell |
32,799
-7,218
| -18% | -$564K | 0.24% | 102 |
|
|
2021
Q4 | $3.25M | Sell |
40,017
-5,365
| -12% | -$436K | 0.29% | 90 |
|
|
2021
Q3 | $3.74M | Buy |
45,382
+2,266
| +5% | +$187K | 0.37% | 79 |
|
|
2021
Q2 | $3.57M | Sell |
43,116
-2,277
| -5% | -$188K | 0.36% | 78 |
|
|
2021
Q1 | $3.75M | Sell |
45,393
-5,423
| -11% | -$447K | 0.4% | 77 |
|
|
2020
Q4 | $4.23M | Buy |
50,816
+1,715
| +3% | +$143K | 0.49% | 60 |
|
|
2020
Q3 | $4.07M | Buy |
49,101
+2,385
| +5% | +$198K | 0.54% | 55 |
|
|
2020
Q2 | $3.86M | Buy |
46,716
+7,085
| +18% | +$586K | 0.55% | 55 |
|
|
2020
Q1 | $3.14M | Buy |
39,631
+630
| +2% | +$49.8K | 0.53% | 59 |
|
|
2019
Q4 | $3.16M | Buy |
39,001
+12,644
| +48% | +$1.02M | 0.39% | 76 |
|
|
2019
Q3 | $2.14M | Buy |
26,357
+1,905
| +8% | +$154K | 0.28% | 102 |
|
|
2019
Q2 | $1.97M | Buy |
24,452
+3,452
| +16% | +$279K | 0.26% | 105 |
|
|
2019
Q1 | $1.68M | Buy |
21,000
+13,443
| +178% | +$1.07M | 0.24% | 111 |
|
|
2018
Q4 | $589K | Buy |
7,557
+3,300
| +78% | +$257K | 0.09% | 176 |
|
|
2018
Q3 | $333K | Buy |
+4,257
| New | +$333K | 0.04% | 250 |
|