Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
5,912
+1,514
| +34% | +$120K | 0.2% | 114 |
|
|
2025
Q1 | $347K | Sell |
4,398
-549
| -11% | -$43.3K | 0.16% | 128 |
|
|
2024
Q4 | $386K | Sell |
4,947
-338
| -6% | -$26.4K | 0.17% | 123 |
|
|
2024
Q3 | $420K | Buy |
5,285
+23
| +0.4% | +$1.83K | 0.2% | 112 |
|
|
2024
Q2 | $407K | Sell |
5,262
-2,485
| -32% | -$192K | 0.2% | 113 |
|
|
2024
Q1 | $599K | Sell |
7,747
-2,334
| -23% | -$180K | 0.32% | 87 |
|
|
2023
Q4 | $780K | Sell |
10,081
-4,744
| -32% | -$367K | 0.45% | 58 |
|
|
2023
Q3 | $1.11M | Sell |
14,825
-969
| -6% | -$72.8K | 0.71% | 41 |
|
|
2023
Q2 | $1.19M | Sell |
15,794
-1,491
| -9% | -$113K | 0.73% | 44 |
|
|
2023
Q1 | $1.32M | Buy |
17,285
+5,848
| +51% | +$446K | 0.85% | 35 |
|
|
2022
Q4 | $860K | Buy |
11,437
+2,856
| +33% | +$215K | 0.57% | 57 |
|
|
2022
Q3 | $637K | Buy |
+8,581
| New | +$637K | 0.45% | 61 |
|
|
2022
Q1 | – | Sell |
-1,630
| Closed | -$131K | – | 353 |
|
|
2021
Q4 | $131K | Sell |
1,630
-500
| -23% | -$40.2K | 0.07% | 143 |
|
|
2021
Q3 | $174K | Sell |
2,130
-500
| -19% | -$40.8K | 0.09% | 130 |
|
|
2021
Q2 | $217K | Buy |
2,630
+1,230
| +88% | +$101K | 0.12% | 115 |
|
|
2021
Q1 | $116K | Hold |
1,400
| – | – | 0.07% | 143 |
|
|
2020
Q4 | $117K | Buy |
1,400
+500
| +56% | +$41.8K | 0.07% | 140 |
|
|
2020
Q3 | $75K | Buy |
900
+400
| +80% | +$33.3K | 0.05% | 154 |
|
|
2020
Q2 | $41K | Hold |
500
| – | – | 0.03% | 198 |
|
|
2020
Q1 | $40K | Buy |
+500
| New | +$40K | 0.04% | 186 |
|