SAM
Stone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $276K | Sell |
3,615
-4,751
| -57% | -$362K | 0.44% | 30 |
|
|
2022
Q4 | $629K | Sell |
8,366
-354
| -4% | -$26.6K | 0.39% | 29 |
|
|
2022
Q3 | $648K | Buy |
8,720
+2,538
| +41% | +$189K | 0.42% | 26 |
|
|
2022
Q2 | $471K | Buy |
6,182
+2,640
| +75% | +$201K | 0.3% | 37 |
|
|
2022
Q1 | $277K | Sell |
3,542
-2,198
| -38% | -$172K | 0.15% | 42 |
|
|
2021
Q4 | $466K | Buy |
+5,740
| New | +$466K | 0.27% | 30 |
|