Sunesis Advisors’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
Q4 | – | Sell |
-19,422
| Closed | -$1.46M | – | 76 |
|
|
2023
Q3 | $1.46M | Buy |
+19,422
| New | +$1.46M | 1.04% | 14 |
|
|
2023
Q1 | $1.48M | Hold |
19,422
| – | – | 1.07% | 14 |
|
|
2022
Q4 | $1.46M | Sell |
19,422
-22
| -0.1% | -$1.65K | 0.93% | 20 |
|
|
2022
Q3 | $1.44M | Buy |
19,444
+1
| +0% | +$74 | 0.99% | 19 |
|
|
2022
Q2 | $1.48M | Hold |
19,443
| – | – | 0.96% | 21 |
|
|
2022
Q1 | $1.52M | Hold |
19,443
| – | – | 0.88% | 25 |
|
|
2021
Q4 | $1.58M | Sell |
19,443
-3,431
| -15% | -$279K | 1.16% | 19 |
|
|
2021
Q3 | $1.89M | Buy |
22,874
+19,092
| +505% | +$1.57M | 1.46% | 15 |
|
|
2021
Q2 | $313K | Buy |
3,782
+252
| +7% | +$20.9K | 0.24% | 28 |
|
|
2021
Q1 | $291K | Buy |
3,530
+47
| +1% | +$3.88K | 0.23% | 28 |
|
|
2020
Q4 | $290K | Buy |
3,483
+1
| +0% | +$83 | 0.23% | 30 |
|
|
2020
Q3 | $288K | Hold |
3,482
| – | – | 0.26% | 30 |
|
|
2020
Q2 | $288K | Hold |
3,482
| – | – | 0.27% | 29 |
|
|
2020
Q1 | $275K | Sell |
3,482
-2,416
| -41% | -$191K | 0.28% | 29 |
|
|
2019
Q4 | $478K | Sell |
5,898
-12,360
| -68% | -$1M | 0.44% | 26 |
|
|
2019
Q3 | $1.48M | Buy |
18,258
+2,000
| +12% | +$162K | 1.54% | 15 |
|
|
2019
Q2 | $1.31M | Buy |
16,258
+3,482
| +27% | +$281K | 1.41% | 16 |
|
|
2019
Q1 | $1.02M | Buy |
12,776
+2,496
| +24% | +$199K | 1.03% | 19 |
|
|
2018
Q4 | $801K | Hold |
10,280
| – | – | 0.87% | 19 |
|
|
2018
Q3 | $803K | Hold |
10,280
| – | – | 0.81% | 20 |
|
|
2018
Q2 | $803K | Buy |
+10,280
| New | +$803K | 0.99% | 15 |
|