Wambolt & Associates’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
Q2 | – | Sell |
-3,153
| Closed | -$241K | – | 267 |
|
2023
Q1 | $241K | Hold |
3,153
| – | – | 0.09% | 231 |
|
2022
Q4 | $237K | Sell |
3,153
-436
| -12% | -$32.8K | 0.09% | 214 |
|
2022
Q3 | $267K | Hold |
3,589
| – | – | 0.11% | 198 |
|
2022
Q2 | $274K | Hold |
3,589
| – | – | 0.11% | 199 |
|
2022
Q1 | $279K | Sell |
3,589
-709
| -16% | -$55.1K | 0.1% | 205 |
|
2021
Q4 | $349K | Sell |
4,298
-589
| -12% | -$47.8K | 0.13% | 183 |
|
2021
Q3 | $403K | Buy |
4,887
+194
| +4% | +$16K | 0.16% | 160 |
|
2021
Q2 | $387K | Buy |
4,693
+133
| +3% | +$11K | 0.16% | 164 |
|
2021
Q1 | $376K | Buy |
4,560
+1,814
| +66% | +$150K | 0.2% | 155 |
|
2020
Q4 | $229K | Buy |
+2,746
| New | +$229K | 0.14% | 186 |
|
2020
Q1 | – | Sell |
-2,601
| Closed | -$211K | – | 173 |
|
2019
Q4 | $211K | Buy |
+2,601
| New | +$211K | 0.16% | 160 |
|
2019
Q1 | – | Sell |
-2,579
| Closed | -$201K | – | 159 |
|
2018
Q4 | $201K | Buy |
+2,579
| New | +$201K | 0.22% | 135 |
|