SFA
Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $671K | Sell |
8,445
-5,793
| -41% | -$460K | 0.2% | 56 |
|
|
2024
Q2 | $1.1M | Sell |
14,238
-585
| -4% | -$45.2K | 0.34% | 40 |
|
|
2024
Q1 | $1.15M | Sell |
14,823
-6,904
| -32% | -$534K | 0.35% | 38 |
|
|
2023
Q4 | $1.68M | Sell |
21,727
-677
| -3% | -$52.4K | 0.52% | 33 |
|
|
2023
Q3 | $1.68M | Sell |
22,404
-2,877
| -11% | -$216K | 0.57% | 35 |
|
|
2023
Q2 | $1.91M | Sell |
25,281
-2,401
| -9% | -$182K | 0.63% | 32 |
|
|
2023
Q1 | $2.11M | Sell |
27,682
-281
| -1% | -$21.4K | 0.71% | 28 |
|
|
2022
Q4 | $2.1M | Sell |
27,963
-440
| -2% | -$33.1K | 0.79% | 28 |
|
|
2022
Q3 | $2.11M | Sell |
28,403
-2,879
| -9% | -$214K | 0.84% | 28 |
|
|
2022
Q2 | $2.39M | Sell |
31,282
-683
| -2% | -$52.1K | 0.94% | 28 |
|
|
2022
Q1 | $2.5M | Sell |
31,965
-6,971
| -18% | -$544K | 0.73% | 28 |
|
|
2021
Q4 | $3.16M | Sell |
38,936
-1,191
| -3% | -$96.8K | 0.85% | 26 |
|
|
2021
Q3 | $3.31M | Buy |
40,127
+301
| +0.8% | +$24.8K | 0.86% | 25 |
|
|
2021
Q2 | $3.29M | Sell |
39,826
-2,806
| -7% | -$232K | 0.85% | 25 |
|
|
2021
Q1 | $3.52M | Sell |
42,632
-7,049
| -14% | -$582K | 0.94% | 24 |
|
|
2020
Q4 | $4.14M | Buy |
+49,681
| New | +$4.14M | 1.12% | 20 |
|