SFG
Sunburst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
415,230
+18,323
| +5% | +$1.46M | 7.39% | 6 |
|
|
2025
Q1 | $31.3M | Buy |
396,907
+24,935
| +7% | +$1.97M | 7.69% | 5 |
|
|
2024
Q4 | $29M | Sell |
371,972
-32,128
| -8% | -$2.51M | 7.17% | 5 |
|
|
2024
Q3 | $32.1M | Sell |
404,100
-12,522
| -3% | -$994K | 8.14% | 4 |
|
|
2024
Q2 | $32.2M | Sell |
416,622
-13,517
| -3% | -$1.04M | 8.73% | 3 |
|
|
2024
Q1 | $33.1M | Sell |
430,139
-20,691
| -5% | -$1.59M | 9.36% | 3 |
|
|
2023
Q4 | $34.9M | Buy |
450,830
+50,703
| +13% | +$3.92M | 10.8% | 2 |
|
|
2023
Q3 | $30.1M | Sell |
400,127
-9,237
| -2% | -$694K | 10.61% | 3 |
|
|
2023
Q2 | $31M | Sell |
409,364
-10,231
| -2% | -$774K | 10.81% | 2 |
|
|
2023
Q1 | $32M | Buy |
419,595
+10,363
| +3% | +$790K | 11.79% | 2 |
|
|
2022
Q4 | $30.8M | Buy |
409,232
+18,167
| +5% | +$1.37M | 12.25% | 2 |
|
|
2022
Q3 | $29M | Sell |
391,065
-243
| -0.1% | -$18.1K | 14.07% | 1 |
|
|
2022
Q2 | $29.8M | Sell |
391,308
-28,886
| -7% | -$2.2M | 14.31% | 1 |
|
|
2022
Q1 | $32.8M | Buy |
420,194
+41,174
| +11% | +$3.22M | 16.19% | 1 |
|
|
2021
Q4 | $30.8M | Buy |
379,020
+137,010
| +57% | +$11.1M | 15.63% | 1 |
|
|
2021
Q3 | $19.9M | Buy |
242,010
+25,369
| +12% | +$2.09M | 12.36% | 2 |
|
|
2021
Q2 | $17.9M | Buy |
216,641
+20,163
| +10% | +$1.67M | 11.41% | 3 |
|
|
2021
Q1 | $16.2M | Buy |
196,478
+24,545
| +14% | +$2.02M | 11.29% | 2 |
|
|
2020
Q4 | $14.3M | Buy |
171,933
+17,518
| +11% | +$1.46M | 10.78% | 3 |
|
|
2020
Q3 | $12.8M | Buy |
154,415
+9,401
| +6% | +$779K | 10.83% | 3 |
|
|
2020
Q2 | $12M | Buy |
145,014
+4,886
| +3% | +$404K | 10.86% | 3 |
|
|
2020
Q1 | $11.1M | Buy |
140,128
+5,316
| +4% | +$420K | 11.71% | 2 |
|
|
2019
Q4 | $10.9M | Buy |
+134,812
| New | +$10.9M | 9.54% | 3 |
|