Stokes Family Office’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,187
| Closed | -$246K | – | 232 |
|
|
2024
Q1 | $246K | Sell |
3,187
-2,147
| -40% | -$166K | 0.03% | 200 |
|
|
2023
Q4 | $413K | Buy |
5,334
+2,043
| +62% | +$158K | 0.06% | 153 |
|
|
2023
Q3 | $247K | Sell |
3,291
-1,946
| -37% | -$146K | 0.03% | 270 |
|
|
2023
Q2 | $396K | Buy |
5,237
+351
| +7% | +$26.6K | 0.05% | 207 |
|
|
2023
Q1 | $372K | Sell |
4,886
-1,932
| -28% | -$147K | 0.05% | 199 |
|
|
2022
Q4 | $513K | Sell |
6,818
-48
| -0.7% | -$3.61K | 0.07% | 160 |
|
|
2022
Q3 | $510K | Buy |
6,866
+4
| +0.1% | +$297 | 0.07% | 151 |
|
|
2022
Q2 | $523K | Sell |
6,862
-376
| -5% | -$28.7K | 0.07% | 158 |
|
|
2022
Q1 | $565K | Sell |
7,238
-2,695
| -27% | -$210K | 0.08% | 154 |
|
|
2021
Q4 | $807K | Sell |
9,933
-5,645
| -36% | -$459K | 0.1% | 120 |
|
|
2021
Q3 | $1.28M | Sell |
15,578
-2,092
| -12% | -$172K | 0.18% | 88 |
|
|
2021
Q2 | $1.46M | Sell |
17,670
-93
| -0.5% | -$7.69K | 0.21% | 79 |
|
|
2021
Q1 | $1.47M | Sell |
17,763
-2,368
| -12% | -$195K | 0.23% | 77 |
|
|
2020
Q4 | $1.68M | Sell |
20,131
-1,130
| -5% | -$94.1K | 0.33% | 63 |
|
|
2020
Q3 | $1.76M | Buy |
21,261
+4,725
| +29% | +$391K | 0.4% | 55 |
|
|
2020
Q2 | $1.37M | Sell |
16,536
-4,244
| -20% | -$351K | 0.34% | 63 |
|
|
2020
Q1 | $1.64M | Sell |
20,780
-6,972
| -25% | -$552K | 0.44% | 51 |
|
|
2019
Q4 | $2.25M | Buy |
+27,752
| New | +$2.25M | 0.5% | 47 |
|