Summit Wealth 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
2023 Q2	–	Sell	-196,292	Closed	-$3K	–	253
2023 Q1	$3K	Buy	+196,292	New	+$3K	0.07%	76
2021 Q3	–	Sell	-1,972	Closed	-$163K	–	209
2021 Q2	$163K	Hold	1,972	–	–	0.24%	28
2021 Q1	$163K	Buy	+1,972	New	+$163K	0.26%	19