WP
WealthSource Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.24M | Buy |
16,063
+160
| +1% | +$12.4K | 0.08% | 173 |
|
2023
Q3 | $1.2M | Sell |
15,903
-3,801
| -19% | -$286K | 0.08% | 172 |
|
2023
Q2 | $1.49M | Buy |
19,704
+5,801
| +42% | +$439K | 0.1% | 154 |
|
2023
Q1 | $1.06M | Hold |
13,903
| – | – | 0.07% | 188 |
|
2022
Q4 | $1.05M | Hold |
13,903
| – | – | 0.07% | 189 |
|
2022
Q3 | $1.03M | Buy |
13,903
+3,184
| +30% | +$237K | 0.08% | 185 |
|
2022
Q2 | $817K | Sell |
10,719
-615
| -5% | -$46.9K | 0.06% | 215 |
|
2022
Q1 | $885K | Sell |
11,334
-10,081
| -47% | -$787K | 0.06% | 235 |
|
2021
Q4 | $1.74M | Sell |
21,415
-13,455
| -39% | -$1.09M | 0.14% | 121 |
|
2021
Q3 | $2.87M | Sell |
34,870
-1,677
| -5% | -$138K | 0.25% | 62 |
|
2021
Q2 | $3.02M | Buy |
36,547
+546
| +2% | +$45.2K | 0.27% | 52 |
|
2021
Q1 | $2.97M | Sell |
36,001
-1,337
| -4% | -$110K | 0.3% | 49 |
|
2020
Q4 | $3.11M | Buy |
37,338
+7,283
| +24% | +$606K | 0.36% | 35 |
|
2020
Q3 | $2.49M | Buy |
30,055
+9,018
| +43% | +$747K | 0.33% | 40 |
|
2020
Q2 | $1.74M | Buy |
21,037
+15,965
| +315% | +$1.32M | 0.25% | 51 |
|
2020
Q1 | $401K | Buy |
5,072
+2,183
| +76% | +$173K | 0.06% | 202 |
|
2019
Q4 | $234K | Sell |
2,889
-2,970
| -51% | -$241K | 0.03% | 360 |
|
2019
Q3 | $475K | Sell |
5,859
-5,440
| -48% | -$441K | 0.07% | 252 |
|
2019
Q2 | $912K | Buy |
11,299
+4,801
| +74% | +$388K | 0.14% | 157 |
|
2019
Q1 | $518K | Buy |
6,498
+2,487
| +62% | +$198K | 0.12% | 164 |
|
2018
Q4 | $313K | Sell |
4,011
-270
| -6% | -$21.1K | 0.09% | 204 |
|
2018
Q3 | $335K | Sell |
4,281
-206
| -5% | -$16.1K | 0.09% | 199 |
|
2018
Q2 | $350K | Buy |
4,487
+479
| +12% | +$37.4K | 0.1% | 191 |
|
2018
Q1 | $314K | Sell |
4,008
-280
| -7% | -$21.9K | 0.1% | 195 |
|
2017
Q4 | $340K | Buy |
4,288
+121
| +3% | +$9.59K | 0.11% | 177 |
|
2017
Q3 | $334K | Buy |
4,167
+16
| +0.4% | +$1.28K | 0.11% | 195 |
|
2017
Q2 | $332K | Sell |
4,151
-194
| -4% | -$15.5K | 0.11% | 187 |
|
2017
Q1 | $346K | Sell |
4,345
-1,027
| -19% | -$81.8K | 0.13% | 175 |
|
2016
Q4 | $426K | Sell |
5,372
-320
| -6% | -$25.4K | 0.18% | 117 |
|
2016
Q3 | $458K | Sell |
5,692
-321
| -5% | -$25.8K | 0.17% | 126 |
|
2016
Q2 | $486K | Buy |
6,013
+382
| +7% | +$30.9K | 0.18% | 116 |
|
2016
Q1 | $451K | Buy |
+5,631
| New | +$451K | 0.18% | 114 |
|