Seven Post Investment Office’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-24,440
| Closed | -$1.91M | – | 54 |
|
2022
Q1 | $1.91M | Hold |
24,440
| – | – | 0.58% | 20 |
|
2021
Q4 | $1.99M | Hold |
24,440
| – | – | 0.54% | 20 |
|
2021
Q3 | $2.01M | Hold |
24,440
| – | – | 0.63% | 19 |
|
2021
Q2 | $2.02M | Hold |
24,440
| – | – | 0.61% | 18 |
|
2021
Q1 | $2.02M | Hold |
24,440
| – | – | 0.7% | 14 |
|
2020
Q4 | $2.04M | Hold |
24,440
| – | – | 0.83% | 14 |
|
2020
Q3 | $2.03M | Sell |
24,440
-16,550
| -40% | -$1.37M | 0.8% | 13 |
|
2020
Q2 | $3.39M | Hold |
40,990
| – | – | 1.43% | 14 |
|
2020
Q1 | $3.24M | Buy |
+40,990
| New | +$3.24M | 1.7% | 13 |
|