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 |
|