Wolff Financial Management’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 | $23.7M | Buy |
298,397
+7,591
| +3% | +$603K | 6.13% | 8 |
|
|
2025
Q1 | $23M | Buy |
290,806
+10,740
| +4% | +$848K | 6.36% | 7 |
|
|
2024
Q4 | $21.8M | Buy |
280,066
+7,993
| +3% | +$624K | 6.06% | 8 |
|
|
2024
Q3 | $21.6M | Buy |
272,073
+11,005
| +4% | +$874K | 5.87% | 8 |
|
|
2024
Q2 | $20.2M | Buy |
261,068
+6,571
| +3% | +$508K | 14.89% | 3 |
|
|
2024
Q1 | $19.7M | Buy |
254,497
+3,788
| +2% | +$293K | 5.74% | 8 |
|
|
2023
Q4 | $19.4M | Sell |
250,709
-117
| -0% | -$9.05K | 5.99% | 8 |
|
|
2023
Q3 | $18.9M | Buy |
250,826
+6,066
| +2% | +$456K | 6.43% | 7 |
|
|
2023
Q2 | $18.5M | Buy |
244,760
+7,237
| +3% | +$548K | 16.13% | 3 |
|
|
2023
Q1 | $18.1M | Buy |
237,523
+8,110
| +4% | +$618K | 6.31% | 6 |
|
|
2022
Q4 | $17.3M | Buy |
229,413
+65,197
| +40% | +$4.9M | 6.38% | 3 |
|
|
2022
Q3 | $12.2M | Buy |
164,216
+13,395
| +9% | +$995K | 5.57% | 4 |
|
|
2022
Q2 | $11.5M | Buy |
150,821
+4,964
| +3% | +$379K | 5.12% | 4 |
|
|
2022
Q1 | $11.4M | Sell |
145,857
-1,238
| -0.8% | -$96.7K | 4.52% | 4 |
|
|
2021
Q4 | $12M | Sell |
147,095
-2,557
| -2% | -$208K | 4.52% | 4 |
|
|
2021
Q3 | $12.3M | Buy |
+149,652
| New | +$12.3M | 10.71% | 3 |
|
|
2021
Q1 | $10.6M | Buy |
128,315
+23,571
| +23% | +$1.94M | 4.85% | 4 |
|
|
2020
Q4 | $8.72M | Buy |
104,744
+5,683
| +6% | +$473K | 4.57% | 5 |
|
|
2020
Q3 | $8.21M | Buy |
99,061
+27,122
| +38% | +$2.25M | 4.87% | 5 |
|
|
2020
Q2 | $5.95M | Buy |
71,939
+22,595
| +46% | +$1.87M | 3.78% | 6 |
|
|
2020
Q1 | $3.9M | Buy |
49,344
+9,004
| +22% | +$712K | 2.95% | 11 |
|
|
2019
Q4 | $3.27M | Buy |
40,340
+7,229
| +22% | +$586K | 2.17% | 14 |
|
|
2019
Q3 | $2.68M | Buy |
33,111
+9,001
| +37% | +$730K | 1.96% | 14 |
|
|
2019
Q2 | $1.95M | Buy |
24,110
+3,318
| +16% | +$268K | 1.5% | 15 |
|
|
2019
Q1 | $1.66M | Buy |
20,792
+3,889
| +23% | +$310K | 1.38% | 16 |
|
|
2018
Q4 | $1.32M | Buy |
+16,903
| New | +$1.32M | 1.28% | 17 |
|