SHCM
Stokes & Hubbell Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.58M | Sell |
57,402
-40,079
| -41% | -$3.2M | 0.96% | 27 |
|
|
2018
Q4 | $7.6M | Buy |
97,481
+25,107
| +35% | +$1.96M | 1.72% | 14 |
|
|
2018
Q3 | $5.72M | Sell |
72,374
-465
| -0.6% | -$36.7K | 1.19% | 23 |
|
|
2018
Q2 | $5.69M | Sell |
72,839
-4,046
| -5% | -$316K | 1.29% | 17 |
|
|
2018
Q1 | $6.02M | Buy |
76,885
+6,868
| +10% | +$538K | 1.4% | 14 |
|
|
2017
Q4 | $5.55M | Buy |
70,017
+12,231
| +21% | +$970K | 1.34% | 17 |
|
|
2017
Q3 | $4.57M | Buy |
57,786
+5,057
| +10% | +$400K | 1.18% | 19 |
|
|
2017
Q2 | $4.22M | Buy |
52,729
+9,372
| +22% | +$750K | 1.3% | 20 |
|
|
2017
Q1 | $3.46M | Buy |
43,357
+15,932
| +58% | +$1.27M | 1.17% | 21 |
|
|
2016
Q4 | $2.18M | Buy |
27,425
+2,103
| +8% | +$167K | 0.85% | 34 |
|
|
2016
Q3 | $2.04M | Buy |
25,322
+427
| +2% | +$34.4K | 0.84% | 31 |
|
|
2016
Q2 | $2.01M | Sell |
24,895
-3,243
| -12% | -$262K | 0.87% | 30 |
|
|
2016
Q1 | $2.25M | Sell |
28,138
-134
| -0.5% | -$10.7K | 1.04% | 23 |
|
|
2015
Q4 | $2.23M | Buy |
28,272
+229
| +0.8% | +$18.1K | 1.21% | 21 |
|
|
2015
Q3 | $2.24M | Buy |
+28,043
| New | +$2.24M | 1.36% | 18 |
|