Vision Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-31,972
Closed -$759K 96
2022
Q2
$759K Buy
31,972
+10,774
+51% +$256K 0.14% 74
2022
Q1
$515K Buy
21,198
+3,212
+18% +$78K 0.08% 82
2021
Q4
$455K Buy
+17,986
New +$455K 0.07% 89