SFS
Sowell Financial Services’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 | $2.22M | Sell |
27,923
-675
| -2% | -$53.7K | 0.09% | 236 |
|
|
2025
Q1 | $2.26M | Buy |
28,598
+5,731
| +25% | +$452K | 0.1% | 210 |
|
|
2024
Q4 | $1.78M | Sell |
22,867
-134,660
| -85% | -$10.5M | 0.09% | 233 |
|
|
2024
Q3 | $12.5M | Sell |
157,527
-74,059
| -32% | -$5.88M | 0.58% | 33 |
|
|
2024
Q2 | $17.9M | Buy |
231,586
+58,940
| +34% | +$4.55M | 0.85% | 17 |
|
|
2024
Q1 | $13.3M | Sell |
172,646
-105,448
| -38% | -$8.15M | 0.63% | 29 |
|
|
2023
Q4 | $21.5M | Buy |
278,094
+16,237
| +6% | +$1.26M | 1.17% | 12 |
|
|
2023
Q3 | $19.7M | Buy |
261,857
+19,011
| +8% | +$1.43M | 1.24% | 11 |
|
|
2023
Q2 | $18.4M | Buy |
+242,846
| New | +$18.4M | 1.02% | 13 |
|
|
2023
Q1 | – | Sell |
-153,024
| Closed | -$11.5M | – | 840 |
|
|
2022
Q4 | $11.5M | Buy |
153,024
+68,753
| +82% | +$5.17M | 0.74% | 22 |
|
|
2022
Q3 | $6.26M | Sell |
84,271
-63,565
| -43% | -$4.72M | 0.63% | 28 |
|
|
2022
Q2 | $10.4M | Buy |
+147,836
| New | +$10.4M | 0.96% | 19 |
|
|
2022
Q1 | – | Sell |
-111,745
| Closed | -$9.08M | – | 506 |
|
|
2021
Q4 | $9.08M | Sell |
111,745
-2,436
| -2% | -$198K | 0.52% | 36 |
|
|
2021
Q3 | $9.41M | Buy |
114,181
+3,582
| +3% | +$295K | 0.64% | 34 |
|
|
2021
Q2 | $9.15M | Sell |
110,599
-195,370
| -64% | -$16.2M | 0.61% | 35 |
|
|
2021
Q1 | $25.3M | Buy |
305,969
+38,273
| +14% | +$3.17M | 0.88% | 17 |
|
|
2020
Q4 | $22.3M | Buy |
267,696
+12,593
| +5% | +$1.05M | 0.95% | 15 |
|
|
2020
Q3 | $21.1M | Buy |
255,103
+93,263
| +58% | +$7.73M | 1.06% | 13 |
|
|
2020
Q2 | $13.4M | Buy |
161,840
+79,370
| +96% | +$6.56M | 0.74% | 22 |
|
|
2020
Q1 | $6.52M | Buy |
82,470
+59,004
| +251% | +$4.67M | 0.48% | 43 |
|
|
2019
Q4 | $1.9M | Sell |
23,466
-651
| -3% | -$52.7K | 0.14% | 152 |
|
|
2019
Q3 | $1.96M | Buy |
+24,117
| New | +$1.96M | 0.16% | 135 |
|
|
2019
Q1 | $3.95M | Sell |
49,485
-14,118
| -22% | -$1.13M | 0.44% | 48 |
|
|
2018
Q4 | $4.96M | Buy |
+63,603
| New | +$4.96M | 0.7% | 34 |
|
|
2018
Q3 | – | Sell |
-18,742
| Closed | -$1.47M | – | 448 |
|
|
2018
Q2 | $1.47M | Buy |
18,742
+2,663
| +17% | +$208K | 0.31% | 74 |
|
|
2018
Q1 | $1.25M | Buy |
16,079
+3,195
| +25% | +$249K | 0.31% | 76 |
|
|
2017
Q4 | $1.02M | Buy |
12,884
+1,639
| +15% | +$130K | 0.25% | 93 |
|
|
2017
Q3 | $898K | Sell |
11,245
-867
| -7% | -$69.2K | 0.23% | 95 |
|
|
2017
Q2 | $970K | Sell |
12,112
-266
| -2% | -$21.3K | 0.28% | 83 |
|
|
2017
Q1 | $991K | Buy |
12,378
+9,611
| +347% | +$769K | 0.29% | 80 |
|
|
2016
Q4 | $220K | Buy |
+2,767
| New | +$220K | 0.07% | 181 |
|