SFMG
Sage Financial Management Group’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 | $10.4M | Sell |
130,493
-53,006
| -29% | -$4.21M | 3.59% | 7 |
|
|
2025
Q1 | $14.5M | Buy |
183,499
+4,076
| +2% | +$322K | 5.26% | 5 |
|
|
2024
Q4 | $14M | Buy |
179,423
+10,023
| +6% | +$782K | 5.18% | 5 |
|
|
2024
Q3 | $13.5M | Buy |
169,400
+7,314
| +5% | +$581K | 5.22% | 5 |
|
|
2024
Q2 | $12.5M | Buy |
162,086
+18,901
| +13% | +$1.46M | 38.06% | 1 |
|
|
2024
Q1 | $11.1M | Buy |
+143,185
| New | +$11.1M | 5.24% | 6 |
|