Simon Quick 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
Q2
$2.52M Buy
31,635
+10,247
+48% +$815K 0.1% 132
2025
Q1
$1.69M Sell
21,388
-4,308
-17% -$340K 0.1% 100
2024
Q4
$2M Sell
25,696
-1,934
-7% -$151K 0.12% 80
2024
Q3
$2.19M Sell
27,630
-3,061
-10% -$243K 0.14% 77
2024
Q2
$2.37M Sell
30,691
-232
-0.8% -$17.9K 0.17% 66
2024
Q1
$2.39M Sell
30,923
-6,715
-18% -$519K 0.18% 70
2023
Q4
$2.91M Sell
37,638
-1,079
-3% -$83.5K 0.26% 58
2023
Q3
$2.91M Buy
38,717
+1,406
+4% +$106K 0.27% 54
2023
Q2
$2.82M Sell
37,311
-11,652
-24% -$882K 0.26% 56
2023
Q1
$3.73M Buy
48,963
+3,817
+8% +$291K 0.4% 44
2022
Q4
$3.39M Buy
45,146
+5,390
+14% +$405K 0.4% 43
2022
Q3
$2.95M Sell
39,756
-1,396
-3% -$104K 0.42% 38
2022
Q2
$3.16M Buy
41,152
+23,811
+137% +$1.83M 0.41% 44
2022
Q1
$1.35M Sell
17,341
-2,132
-11% -$166K 0.38% 37
2021
Q4
$1.58M Buy
19,473
+5,214
+37% +$424K 0.42% 33
2021
Q3
$1.18M Buy
14,259
+3,577
+33% +$295K 0.3% 40
2021
Q2
$883K Buy
10,682
+420
+4% +$34.7K 0.23% 45
2021
Q1
$846K Sell
10,262
-92
-0.9% -$7.58K 0.25% 44
2020
Q4
$862K Sell
10,354
-948
-8% -$78.9K 0.26% 40
2020
Q3
$936K Sell
11,302
-414
-4% -$34.3K 0.27% 39
2020
Q2
$968K Buy
11,716
+489
+4% +$40.4K 0.37% 36
2020
Q1
$888K Buy
11,227
+10,323
+1,142% +$816K 0.33% 37
2019
Q4
$73K Buy
+904
New +$73K 0.03% 184
2019
Q1
Sell
-869
Closed -$68K 451
2018
Q4
$68K Buy
869
+136
+19% +$10.6K 0.02% 151
2018
Q3
$57K Buy
+733
New +$57K 0.02% 167
2018
Q2
Sell
-2,762
Closed -$217K 375
2018
Q1
$217K Sell
2,762
-8,210
-75% -$645K 0.09% 74
2017
Q4
$867K Sell
10,972
-11,476
-51% -$907K 0.39% 35
2017
Q3
$1.8M Buy
22,448
+11,834
+111% +$948K 0.65% 27
2017
Q2
$850K Buy
10,614
+622
+6% +$49.8K 0.48% 32
2017
Q1
$797K Buy
9,992
+7,687
+333% +$613K 0.47% 36
2016
Q4
$183K Buy
+2,305
New +$183K 0.14% 90