Strategic Wealth Partners’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 | $547K | Buy |
+6,882
| New | +$547K | 0.04% | 197 |
|
|
2024
Q4 | $591K | Buy |
7,560
+561
| +8% | +$43.9K | 0.05% | 191 |
|
|
2024
Q3 | $556K | Buy |
6,999
+44
| +0.6% | +$3.5K | 0.05% | 196 |
|
|
2024
Q2 | $537K | Sell |
6,955
-1,492
| -18% | -$115K | 0.06% | 190 |
|
|
2024
Q1 | $653K | Buy |
8,447
+172
| +2% | +$13.3K | 0.07% | 164 |
|
|
2023
Q4 | $640K | Buy |
8,275
+468
| +6% | +$36.2K | 0.08% | 163 |
|
|
2023
Q3 | $587K | Sell |
7,807
-1,860
| -19% | -$140K | 0.08% | 187 |
|
|
2023
Q2 | $731K | Sell |
9,667
-1,312
| -12% | -$99.3K | 0.09% | 173 |
|
|
2023
Q1 | $837K | Sell |
10,979
-848
| -7% | -$64.6K | 0.13% | 141 |
|
|
2022
Q4 | $889K | Sell |
11,827
-19,176
| -62% | -$1.44M | 0.17% | 129 |
|
|
2022
Q3 | $2.3M | Sell |
31,003
-1,154
| -4% | -$85.7K | 0.49% | 63 |
|
|
2022
Q2 | $2.45M | Buy |
32,157
+4,258
| +15% | +$325K | 0.53% | 63 |
|
|
2022
Q1 | $2.18M | Buy |
27,899
+8,967
| +47% | +$700K | 0.43% | 84 |
|
|
2021
Q4 | $1.54M | Buy |
18,932
+2,046
| +12% | +$166K | 0.29% | 110 |
|
|
2021
Q3 | $1.39M | Buy |
16,886
+944
| +6% | +$77.8K | 0.41% | 67 |
|
|
2021
Q2 | $1.32M | Sell |
15,942
-368
| -2% | -$30.4K | 0.43% | 59 |
|
|
2021
Q1 | $1.35M | Buy |
16,310
+175
| +1% | +$14.4K | 0.54% | 48 |
|
|
2020
Q4 | $1.34M | Buy |
16,135
+4,731
| +41% | +$394K | 0.56% | 50 |
|
|
2020
Q3 | $945K | Sell |
11,404
-4,221
| -27% | -$350K | 0.48% | 62 |
|
|
2020
Q2 | $1.29M | Buy |
+15,625
| New | +$1.29M | 0.67% | 43 |
|
|
2019
Q4 | – | Sell |
-310
| Closed | -$25 | – | 484 |
|
|
2019
Q3 | $25 | Buy |
+310
| New | +$25 | ﹤0.01% | 359 |
|
|
2019
Q2 | – | Sell |
-418
| Closed | -$33K | – | 826 |
|
|
2019
Q1 | $33K | Hold |
418
| – | – | 0.02% | 283 |
|
|
2018
Q4 | $34K | Hold |
418
| – | – | 0.02% | 270 |
|
|
2018
Q3 | $33K | Hold |
418
| – | – | 0.02% | 268 |
|
|
2018
Q2 | $33K | Hold |
418
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $33K | Hold |
418
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $34K | Buy |
+418
| New | +$34K | 0.02% | 254 |
|