Shepherd Kaplan Krochuk’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
Q1 | – | Sell |
-13,692
| Closed | -$1.11M | – | 200 |
|
|
2021
Q4 | $1.11M | Sell |
13,692
-308
| -2% | -$25K | 0.4% | 46 |
|
|
2021
Q3 | $1.15M | Hold |
14,000
| – | – | 0.42% | 43 |
|
|
2021
Q2 | $1.16M | Hold |
14,000
| – | – | 0.41% | 45 |
|
|
2021
Q1 | $1.16M | Hold |
14,000
| – | – | 0.45% | 38 |
|
|
2020
Q4 | $1.17M | Hold |
14,000
| – | – | 0.43% | 38 |
|
|
2020
Q3 | $1.16M | Hold |
14,000
| – | – | 0.48% | 29 |
|
|
2020
Q2 | $1.16M | Buy |
+14,000
| New | +$1.16M | 0.52% | 30 |
|