Schechter Investment 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
Q1 | $234K | Hold |
2,966
| – | – | 0.02% | 521 |
|
2024
Q4 | $231K | Hold |
2,966
| – | – | 0.02% | 542 |
|
2024
Q3 | $236K | Hold |
2,966
| – | – | 0.02% | 551 |
|
2024
Q2 | $229K | Hold |
2,966
| – | – | 0.02% | 533 |
|
2024
Q1 | $229K | Hold |
2,966
| – | – | 0.02% | 554 |
|
2023
Q4 | $229K | Sell |
2,966
-120
| -4% | -$9.28K | 0.02% | 526 |
|
2023
Q3 | $232K | Sell |
3,086
-550
| -15% | -$41.3K | 0.02% | 513 |
|
2023
Q2 | $275K | Hold |
3,636
| – | – | 0.02% | 506 |
|
2023
Q1 | $277K | Sell |
3,636
-4,454
| -55% | -$340K | 0.03% | 538 |
|
2022
Q4 | $608K | Buy |
+8,090
| New | +$608K | 0.06% | 436 |
|