Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,536
| Closed | -$281K | – | 262 |
|
|
2024
Q3 | $281K | Sell |
3,536
-375
| -10% | -$29.8K | 0.1% | 177 |
|
|
2024
Q2 | $302K | Buy |
3,911
+134
| +4% | +$10.4K | 0.13% | 153 |
|
|
2024
Q1 | $292K | Hold |
3,777
| – | – | 0.13% | 156 |
|
|
2023
Q4 | $292K | Sell |
3,777
-70
| -2% | -$5.42K | 0.13% | 153 |
|
|
2023
Q3 | $289K | Sell |
3,847
-39
| -1% | -$2.93K | 0.14% | 129 |
|
|
2023
Q2 | $294K | Sell |
3,886
-241
| -6% | -$18.2K | 0.13% | 141 |
|
|
2023
Q1 | $315K | Sell |
4,127
-83
| -2% | -$6.33K | 0.15% | 125 |
|
|
2022
Q4 | $317K | Sell |
4,210
-139
| -3% | -$10.5K | 0.19% | 123 |
|
|
2022
Q3 | $323K | Buy |
4,349
+400
| +10% | +$29.7K | 0.22% | 124 |
|
|
2022
Q2 | $301K | Hold |
3,949
| – | – | 0.25% | 101 |
|
|
2022
Q1 | $308K | Sell |
3,949
-663
| -14% | -$51.7K | 0.22% | 106 |
|
|
2021
Q4 | $375K | Hold |
4,612
| – | – | 0.2% | 111 |
|
|
2021
Q3 | $380K | Buy |
4,612
+63
| +1% | +$5.19K | 0.22% | 111 |
|
|
2021
Q2 | $376K | Buy |
+4,549
| New | +$376K | 0.25% | 113 |
|
|
2020
Q2 | – | Sell |
-2,817
| Closed | -$223K | – | 69 |
|
|
2020
Q1 | $223K | Buy |
2,817
+5
| +0.2% | +$396 | 0.37% | 56 |
|
|
2019
Q4 | $228K | Buy |
+2,812
| New | +$228K | 0.2% | 71 |
|