Whelan Financial’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 | $16.6M | Buy |
208,414
+724
| +0.3% | +$57.6K | 5.99% | 6 |
|
|
2025
Q1 | $16.4M | Sell |
207,690
-598
| -0.3% | -$47.2K | 6.38% | 6 |
|
|
2024
Q4 | $16.2M | Buy |
208,288
+3,245
| +2% | +$253K | 6.39% | 5 |
|
|
2024
Q3 | $16.3M | Buy |
205,043
+2,144
| +1% | +$170K | 6.71% | 5 |
|
|
2024
Q2 | $15.7M | Buy |
202,899
+1,798
| +0.9% | +$139K | 7% | 5 |
|
|
2024
Q1 | $15.5M | Sell |
201,101
-21,385
| -10% | -$1.65M | 7.1% | 5 |
|
|
2023
Q4 | $17.2M | Buy |
222,486
+871
| +0.4% | +$67.4K | 8.03% | 5 |
|
|
2023
Q3 | $16.7M | Buy |
221,615
+4,686
| +2% | +$352K | 8.78% | 5 |
|
|
2023
Q2 | $16.4M | Buy |
216,929
+1,566
| +0.7% | +$118K | 8.58% | 5 |
|
|
2023
Q1 | $16.4M | Buy |
215,363
+4,679
| +2% | +$357K | 9.11% | 5 |
|
|
2022
Q4 | $15.8M | Sell |
210,684
-9,274
| -4% | -$697K | 9.56% | 4 |
|
|
2022
Q3 | $16.3M | Sell |
219,958
-583
| -0.3% | -$43.3K | 11.24% | 4 |
|
|
2022
Q2 | $16.8M | Sell |
220,541
-4,824
| -2% | -$368K | 11.37% | 4 |
|
|
2022
Q1 | $17.6M | Buy |
225,365
+3,317
| +1% | +$259K | 10.84% | 5 |
|
|
2021
Q4 | $18M | Buy |
222,048
+65,673
| +42% | +$5.34M | 11.2% | 5 |
|
|
2021
Q3 | $12.9M | Buy |
+156,375
| New | +$12.9M | 11.78% | 2 |
|