Annis Gardner Whiting Capital Advisors’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
-1,514
Closed -$118K 828
2024
Q4
$118K Hold
1,514
0.03% 257
2024
Q3
$120K Hold
1,514
0.03% 268
2024
Q2
$117K Sell
1,514
-11,750
-89% -$908K 0.03% 280
2024
Q1
$1.03M Sell
13,264
-37,197
-74% -$2.88M 0.37% 46
2023
Q4
$3.9M Buy
50,461
+37,231
+281% +$2.88M 1.73% 10
2023
Q3
$994K Buy
+13,230
New +$994K 0.53% 31