SFG
StrategIQ Financial Group’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
Q4 | $23.2M | Sell |
300,360
-26,384
| -8% | -$2.04M | 2.63% | 7 |
|
|
2023
Q3 | $24.6M | Buy |
326,744
+7,379
| +2% | +$555K | 2.84% | 5 |
|
|
2023
Q2 | $24.2M | Sell |
319,365
-3,547
| -1% | -$268K | 2.76% | 6 |
|
|
2023
Q1 | $24.6M | Sell |
322,912
-20,066
| -6% | -$1.53M | 2.84% | 6 |
|
|
2022
Q4 | $25.8M | Sell |
342,978
-27,021
| -7% | -$2.03M | 2.99% | 5 |
|
|
2022
Q3 | $27.5M | Buy |
369,999
+111,326
| +43% | +$8.27M | 3.49% | 3 |
|
|
2022
Q2 | $19.7M | Buy |
258,673
+185,826
| +255% | +$14.2M | 2.39% | 7 |
|
|
2022
Q1 | $5.69M | Buy |
72,847
+367
| +0.5% | +$28.7K | 0.62% | 39 |
|
|
2021
Q4 | $5.89M | Buy |
+72,480
| New | +$5.89M | 0.59% | 40 |
|