WP
Wealthspan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
69,731
-794
| -1% | -$63.1K | 2.29% | 11 |
|
|
2025
Q1 | $5.57M | Buy |
70,525
+4,376
| +7% | +$345K | 2.57% | 9 |
|
|
2024
Q4 | $5.16M | Buy |
66,149
+26,600
| +67% | +$2.08M | 2.46% | 9 |
|
|
2024
Q3 | $3.14M | Buy |
39,549
+9,420
| +31% | +$748K | 1.55% | 18 |
|
|
2024
Q2 | $2.33M | Buy |
30,129
+9,560
| +46% | +$739K | 1.28% | 19 |
|
|
2024
Q1 | $1.59M | Buy |
20,569
+13,732
| +201% | +$1.06M | 0.94% | 23 |
|
|
2023
Q4 | $529K | Hold |
6,837
| – | – | 0.37% | 43 |
|
|
2023
Q3 | $514K | Hold |
6,837
| – | – | 0.41% | 43 |
|
|
2023
Q2 | $517K | Sell |
6,837
-1,192
| -15% | -$90.2K | 0.41% | 39 |
|
|
2023
Q1 | $612K | Sell |
8,029
-669
| -8% | -$51K | 0.52% | 37 |
|
|
2022
Q4 | $654K | Sell |
8,698
-717
| -8% | -$53.9K | 0.6% | 33 |
|
|
2022
Q3 | $699K | Sell |
9,415
-105
| -1% | -$7.8K | 0.72% | 29 |
|
|
2022
Q2 | $726K | Sell |
9,520
-5,543
| -37% | -$423K | 0.75% | 25 |
|
|
2022
Q1 | $1.18M | Sell |
15,063
-5,590
| -27% | -$436K | 1.07% | 16 |
|
|
2021
Q4 | $1.68M | Buy |
+20,653
| New | +$1.68M | 1.48% | 16 |
|