Strategic Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,207
| Closed | -$550K | – | 215 |
|
|
2022
Q2 | $550K | Sell |
7,207
-370
| -5% | -$28.2K | 0.11% | 143 |
|
|
2022
Q1 | $592K | Sell |
7,577
-6,026
| -44% | -$471K | 0.11% | 144 |
|
|
2021
Q4 | $1.11M | Buy |
13,603
+153
| +1% | +$12.4K | 0.21% | 93 |
|
|
2021
Q3 | $1.11M | Buy |
13,450
+43
| +0.3% | +$3.54K | 0.24% | 81 |
|
|
2021
Q2 | $1.11M | Buy |
13,407
+1,087
| +9% | +$89.9K | 0.25% | 79 |
|
|
2021
Q1 | $1.02M | Sell |
12,320
-22
| -0.2% | -$1.81K | 0.26% | 80 |
|
|
2020
Q4 | $1.03M | Buy |
12,342
+8,063
| +188% | +$671K | 0.3% | 74 |
|
|
2020
Q3 | $354K | Buy |
4,279
+96
| +2% | +$7.94K | 0.12% | 115 |
|
|
2020
Q2 | $346K | Buy |
4,183
+877
| +27% | +$72.5K | 0.13% | 118 |
|
|
2020
Q1 | $261K | Buy |
3,306
+419
| +15% | +$33.1K | 0.12% | 130 |
|
|
2019
Q4 | $234K | Buy |
+2,887
| New | +$234K | 0.1% | 153 |
|