WealthPLAN Partners’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 | $229K | Sell |
2,883
-19
| -0.7% | -$1.51K | 0.04% | 239 |
|
|
2025
Q1 | $229K | Sell |
2,902
-1
| -0% | -$79 | 0.03% | 238 |
|
|
2024
Q4 | $226K | Buy |
+2,903
| New | +$226K | 0.03% | 229 |
|
|
2023
Q3 | – | Sell |
-1,463
| Closed | -$111K | – | 1136 |
|
|
2023
Q2 | $111K | Sell |
1,463
-402
| -22% | -$30.4K | 0.02% | 383 |
|
|
2023
Q1 | $142K | Sell |
1,865
-5,925
| -76% | -$452K | 0.02% | 359 |
|
|
2022
Q4 | $589K | Buy |
+7,790
| New | +$589K | 0.04% | 236 |
|
|
2022
Q1 | $244K | Sell |
3,177
-61
| -2% | -$4.69K | 0.02% | 346 |
|
|
2021
Q4 | $260K | Sell |
3,238
-543
| -14% | -$43.6K | 0.02% | 337 |
|
|
2021
Q3 | $308K | Hold |
3,781
| – | – | 0.02% | 307 |
|
|
2021
Q2 | $312K | Buy |
3,781
+120
| +3% | +$9.9K | 0.02% | 279 |
|
|
2021
Q1 | $302K | Hold |
3,661
| – | – | 0.02% | 272 |
|
|
2020
Q4 | $304K | Buy |
3,661
+36
| +1% | +$2.99K | 0.03% | 263 |
|
|
2020
Q3 | $300K | Buy |
3,625
+947
| +35% | +$78.4K | 0.03% | 254 |
|
|
2020
Q2 | $222K | Buy |
+2,678
| New | +$222K | 0.02% | 276 |
|
|
2018
Q3 | – | Sell |
-21,635
| Closed | -$1.69M | – | 286 |
|
|
2018
Q2 | $1.69M | Sell |
21,635
-1,511
| -7% | -$118K | 0.35% | 77 |
|
|
2018
Q1 | $1.82M | Sell |
23,146
-9,553
| -29% | -$749K | 0.4% | 73 |
|
|
2017
Q4 | $2.59M | Sell |
32,699
-15,021
| -31% | -$1.19M | 0.69% | 39 |
|
|
2017
Q3 | $3.82M | Buy |
47,720
+728
| +2% | +$58.3K | 1.07% | 22 |
|
|
2017
Q2 | $3.76M | Buy |
46,992
+44,088
| +1,518% | +$3.53M | 1.08% | 21 |
|
|
2017
Q1 | $232K | Buy |
+2,904
| New | +$232K | 0.8% | 21 |
|
|
2016
Q3 | $2.41M | Buy |
29,966
+136
| +0.5% | +$10.9K | 0.78% | 27 |
|
|
2016
Q2 | $2.41M | Buy |
+29,830
| New | +$2.41M | 0.31% | 58 |
|
|
2015
Q4 | $1.08M | Buy |
+13,653
| New | +$1.08M | 0.18% | 94 |
|