West Oak Capital’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
Q1 | – | Sell |
-25
| Closed | -$20K | – | 315 |
|
|
2024
Q4 | $20K | Hold |
25
| – | – | ﹤0.01% | 275 |
|
|
2024
Q3 | $20 | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $1.93K | Hold |
25
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 282 |
|
|
2023
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $1.89K | Hold |
25
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $1.91K | Hold |
25
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $2K | Sell |
25
-60,313
| -100% | -$4.83M | ﹤0.01% | 324 |
|
|
2021
Q4 | $4.9M | Buy |
60,338
+11,950
| +25% | +$971K | 1.8% | 7 |
|
|
2021
Q3 | $3.99M | Buy |
48,388
+11,835
| +32% | +$975K | 1.55% | 9 |
|
|
2021
Q2 | $3.02M | Sell |
36,553
-471
| -1% | -$39K | 1.19% | 22 |
|
|
2021
Q1 | $3.05M | Buy |
37,024
+1,550
| +4% | +$128K | 1.31% | 19 |
|
|
2020
Q4 | $2.95M | Sell |
35,474
-715
| -2% | -$59.5K | 1.37% | 18 |
|
|
2020
Q3 | $3M | Sell |
36,189
-765
| -2% | -$63.4K | 1.65% | 10 |
|
|
2020
Q2 | $3.06M | Buy |
36,954
+9,490
| +35% | +$785K | 1.74% | 10 |
|
|
2020
Q1 | $2.17M | Sell |
27,464
-3,930
| -13% | -$311K | 1.49% | 14 |
|
|
2019
Q4 | $2.54M | Buy |
31,394
+353
| +1% | +$28.6K | 1.43% | 12 |
|
|
2019
Q3 | $2.52M | Sell |
31,041
-1,840
| -6% | -$149K | 1.48% | 15 |
|
|
2019
Q2 | $2.65M | Sell |
32,881
-26,241
| -44% | -$2.12M | 1.59% | 14 |
|
|
2019
Q1 | $4.72M | Sell |
59,122
-5,905
| -9% | -$471K | 2.95% | 2 |
|
|
2018
Q4 | $5.07M | Sell |
65,027
-28,202
| -30% | -$2.2M | 3.6% | 2 |
|
|
2018
Q3 | $7.29M | Sell |
93,229
-10,947
| -11% | -$856K | 4.21% | 2 |
|
|
2018
Q2 | $8.14M | Buy |
104,176
+3,958
| +4% | +$309K | 4.96% | 2 |
|
|
2018
Q1 | $7.86M | Buy |
+100,218
| New | +$7.86M | 4.66% | 2 |
|
|
2017
Q4 | – | Sell |
-77,632
| Closed | -$6.22M | – | 337 |
|
|
2017
Q3 | $6.22M | Buy |
77,632
+12,804
| +20% | +$1.03M | 3.69% | 2 |
|
|
2017
Q2 | $5.19M | Buy |
64,828
+540
| +0.8% | +$43.2K | 3.15% | 2 |
|
|
2017
Q1 | $5.13M | Buy |
64,288
+35,341
| +122% | +$2.82M | 3.16% | 2 |
|
|
2016
Q4 | $2.3M | Buy |
28,947
+2,823
| +11% | +$224K | 1.54% | 8 |
|
|
2016
Q3 | $2.1M | Buy |
26,124
+2,940
| +13% | +$237K | 1.45% | 11 |
|
|
2016
Q2 | $1.87M | Buy |
23,184
+15,234
| +192% | +$1.23M | 1.35% | 19 |
|
|
2016
Q1 | $636K | Buy |
7,950
+1,580
| +25% | +$126K | 0.49% | 66 |
|
|
2015
Q4 | $503K | Buy |
6,370
+3,255
| +104% | +$257K | 0.39% | 74 |
|
|
2015
Q3 | $248K | Buy |
+3,115
| New | +$248K | 0.2% | 92 |
|