Total 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.7M | Sell |
613,194
-13,573
| -2% | -$1.08M | 6.16% | 5 |
|
2025
Q1 | $49.5M | Buy |
626,767
+6,262
| +1% | +$494K | 7.57% | 4 |
|
2024
Q4 | $48.4M | Buy |
620,505
+5,952
| +1% | +$464K | 7.54% | 4 |
|
2024
Q3 | $48.8M | Sell |
614,553
-60,226
| -9% | -$4.78M | 7.62% | 4 |
|
2024
Q2 | $52.5M | Sell |
674,779
-99,586
| -13% | -$7.75M | 8.62% | 3 |
|
2024
Q1 | $59.9M | Sell |
774,365
-17,341
| -2% | -$1.34M | 10.29% | 1 |
|
2023
Q4 | $61.3M | Buy |
791,706
+615
| +0.1% | +$47.6K | 11.11% | 1 |
|
2023
Q3 | $59.5M | Buy |
791,091
+50,390
| +7% | +$3.79M | 12.15% | 1 |
|
2023
Q2 | $56M | Buy |
740,701
+13,218
| +2% | +$1M | 11.67% | 1 |
|
2023
Q1 | $55.5M | Buy |
727,483
+26,296
| +4% | +$2M | 12.23% | 1 |
|
2022
Q4 | $52.7M | Sell |
701,187
-56,999
| -8% | -$4.29M | 13.06% | 1 |
|
2022
Q3 | $56.3M | Buy |
758,186
+50,348
| +7% | +$3.74M | 15.99% | 1 |
|
2022
Q2 | $54M | Sell |
707,838
-65,322
| -8% | -$4.98M | 15.62% | 1 |
|
2022
Q1 | $60.4M | Buy |
773,160
+358,756
| +87% | +$28M | 16.31% | 1 |
|
2021
Q4 | $33.1M | Sell |
414,404
-364,224
| -47% | -$29.1M | 20.42% | 1 |
|
2021
Q3 | $64.2M | Buy |
778,628
+43,094
| +6% | +$3.55M | 23.28% | 1 |
|
2021
Q2 | $60.8M | Buy |
735,534
+69,587
| +10% | +$5.76M | 23.86% | 1 |
|
2021
Q1 | $54.9M | Buy |
665,947
+73,592
| +12% | +$6.07M | 23.3% | 1 |
|
2020
Q4 | $49.3M | Buy |
592,355
+58,283
| +11% | +$4.85M | 22.79% | 1 |
|
2020
Q3 | $44.2M | Buy |
534,072
+84,305
| +19% | +$6.98M | 22.96% | 1 |
|
2020
Q2 | $37.2M | Buy |
449,767
+6,208
| +1% | +$513K | 20.6% | 1 |
|
2020
Q1 | $35.1M | Sell |
443,559
-42,282
| -9% | -$3.34M | 22.82% | 1 |
|
2019
Q4 | $39.4M | Buy |
485,841
+28,479
| +6% | +$2.31M | 20.99% | 1 |
|
2019
Q3 | $37.1M | Buy |
457,362
+16,904
| +4% | +$1.37M | 21.06% | 1 |
|
2019
Q2 | $35.5M | Buy |
440,458
+26,054
| +6% | +$2.1M | 20.99% | 1 |
|
2019
Q1 | $33.1M | Buy |
414,404
+14,505
| +4% | +$1.16M | 20.42% | 1 |
|
2018
Q4 | $31.2M | Buy |
+399,899
| New | +$31.2M | 21.57% | 1 |
|