SRB
Shotwell Rutter Baer’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 | $4.02M | Buy |
50,830
+1,255
| +3% | +$99.3K | 2.73% | 14 |
|
|
2025
Q1 | $3.91M | Buy |
49,575
+332
| +0.7% | +$26.2K | 3.45% | 13 |
|
|
2024
Q4 | $3.83M | Buy |
49,243
+1,331
| +3% | +$104K | 3.23% | 13 |
|
|
2024
Q3 | $3.77M | Buy |
47,912
+1,560
| +3% | +$123K | 3.1% | 13 |
|
|
2024
Q2 | $3.59M | Buy |
+46,352
| New | +$3.59M | 3.18% | 13 |
|
|
2024
Q1 | – | Sell |
-86,166
| Closed | -$6.69M | – | 31 |
|
|
2023
Q4 | $6.69M | Buy |
+86,166
| New | +$6.69M | 6.38% | 8 |
|