Winslow Evans & Crocker’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $276K | Buy |
3,308
+1,315
| +66% | +$110K | 0.05% | 285 |
|
2020
Q3 | $165K | Buy |
1,993
+1,005
| +102% | +$83.2K | 0.04% | 296 |
|
2020
Q2 | $82K | Hold |
988
| – | – | 0.02% | 387 |
|
2020
Q1 | $80K | Hold |
988
| – | – | 0.03% | 360 |
|
2019
Q4 | $82K | Sell |
988
-186
| -16% | -$15.4K | 0.02% | 422 |
|
2019
Q3 | $96K | Hold |
1,174
| – | – | 0.03% | 405 |
|
2019
Q2 | $96K | Buy |
1,174
+16
| +1% | +$1.31K | 0.03% | 407 |
|
2019
Q1 | $94K | Buy |
1,158
+502
| +77% | +$40.8K | 0.03% | 394 |
|
2018
Q4 | $52K | Sell |
656
-300
| -31% | -$23.8K | 0.02% | 454 |
|
2018
Q3 | $76K | Buy |
956
+300
| +46% | +$23.8K | 0.02% | 422 |
|
2018
Q2 | $52K | Hold |
656
| – | – | 0.02% | 487 |
|
2018
Q1 | $51.4K | Hold |
656
| – | – | 0.02% | 479 |
|
2017
Q4 | $51.9K | Buy |
656
+126
| +24% | +$9.98K | 0.02% | 485 |
|
2017
Q3 | $42.5K | Sell |
530
-400
| -43% | -$32.1K | 0.01% | 512 |
|
2017
Q2 | $74.4K | Hold |
930
| – | – | 0.02% | 477 |
|
2017
Q1 | $74.2K | Buy |
930
+290
| +45% | +$23.1K | 0.02% | 459 |
|
2016
Q4 | $50.8K | Buy |
640
+470
| +276% | +$37.3K | 0.02% | 531 |
|
2016
Q3 | $13.7K | Hold |
170
| – | – | ﹤0.01% | 829 |
|
2016
Q2 | $13.7K | Buy |
170
+60
| +55% | +$4.85K | ﹤0.01% | 802 |
|
2016
Q1 | $8.8K | Buy |
110
+60
| +120% | +$4.8K | ﹤0.01% | 907 |
|
2015
Q4 | $3.95K | Buy |
+50
| New | +$3.95K | ﹤0.01% | 1112 |
|