Wells Trecaso Financial Group’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 | $1.56M | Buy |
19,660
+371
| +2% | +$29.5K | 0.48% | 42 |
|
|
2025
Q1 | $1.52M | Buy |
19,289
+225
| +1% | +$17.8K | 0.51% | 43 |
|
|
2024
Q4 | $1.49M | Sell |
19,064
-25
| -0.1% | -$1.95K | 0.49% | 43 |
|
|
2024
Q3 | $1.52M | Buy |
19,089
+64
| +0.3% | +$5.08K | 0.5% | 41 |
|
|
2024
Q2 | $1.47M | Buy |
19,025
+455
| +2% | +$35.2K | 0.51% | 41 |
|
|
2024
Q1 | $1.44M | Sell |
18,570
-1,835
| -9% | -$142K | 0.51% | 40 |
|
|
2023
Q4 | $1.58M | Buy |
20,405
+389
| +2% | +$30.1K | 0.64% | 31 |
|
|
2023
Q3 | $1.5M | Buy |
20,016
+206
| +1% | +$15.5K | 0.67% | 32 |
|
|
2023
Q2 | $1.5M | Buy |
19,810
+110
| +0.6% | +$8.32K | 0.64% | 34 |
|
|
2023
Q1 | $1.5M | Buy |
19,700
+80
| +0.4% | +$6.1K | 0.7% | 31 |
|
|
2022
Q4 | $1.48M | Sell |
19,620
-165
| -0.8% | -$12.4K | 0.74% | 33 |
|
|
2022
Q3 | $1.47M | Buy |
19,785
+1,805
| +10% | +$134K | 0.81% | 31 |
|
|
2022
Q2 | $1.37M | Hold |
17,980
| – | – | 0.71% | 32 |
|
|
2022
Q1 | $1.4M | Buy |
17,980
+2,290
| +15% | +$179K | 0.63% | 37 |
|
|
2021
Q4 | $1.28M | Buy |
15,690
+145
| +0.9% | +$11.8K | 0.55% | 37 |
|
|
2021
Q3 | $1.28M | Sell |
15,545
-990
| -6% | -$81.6K | 0.61% | 36 |
|
|
2021
Q2 | $1.37M | Hold |
16,535
| – | – | 0.66% | 35 |
|
|
2021
Q1 | $1.36M | Buy |
16,535
+475
| +3% | +$39.2K | 0.72% | 34 |
|
|
2020
Q4 | $1.34M | Sell |
16,060
-1,050
| -6% | -$87.4K | 0.74% | 33 |
|
|
2020
Q3 | $1.42M | Sell |
17,110
-1,500
| -8% | -$124K | 0.9% | 29 |
|
|
2020
Q2 | $1.54M | Sell |
18,610
-740
| -4% | -$61.2K | 1.06% | 26 |
|
|
2020
Q1 | $1.53M | Sell |
19,350
-950
| -5% | -$75.2K | 1.36% | 22 |
|
|
2019
Q4 | $1.65M | Sell |
20,300
-450
| -2% | -$36.5K | 1.19% | 24 |
|
|
2019
Q3 | $1.68M | Sell |
20,750
-925
| -4% | -$75K | 1.34% | 21 |
|
|
2019
Q2 | $1.75M | Sell |
21,675
-3,875
| -15% | -$313K | 1.44% | 20 |
|
|
2019
Q1 | $2.04M | Sell |
25,550
-1,875
| -7% | -$150K | 1.71% | 19 |
|
|
2018
Q4 | $2.14M | Buy |
27,425
+9,360
| +52% | +$730K | 2.04% | 17 |
|
|
2018
Q3 | $1.41M | Buy |
+18,065
| New | +$1.41M | 1.17% | 26 |
|