Summit Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.7M | Sell |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $258K | Buy |
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