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 |
|