CGN Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

CGN Advisors’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Sell	28,914 -34	-0.1%	-$2.69K	0.17%	118
2026 Q1	$2.29M	Buy	28,948 +4,083	+16%	+$325K	0.18%	118
2025 Q4	$1.98M	Buy	24,865 +1,069	+4%	+$85.3K	0.16%	124
2025 Q3	$1.9M	Buy	23,796 +1,120	+5%	+$89.1K	0.16%	128
2025 Q2	$1.8M	Sell	22,676 -708	-3%	-$55.8K	0.16%	127
2025 Q1	$1.85M	Buy	23,384 +2,997	+15%	+$235K	0.18%	124
2024 Q4	$1.59M	Buy	20,387 +3,915	+24%	+$307K	0.15%	130
2024 Q3	$1.31M	Buy	16,472 +241	+1%	+$18.9K	0.13%	145
2024 Q2	$1.25M	Buy	16,231 +1,801	+12%	+$139K	0.15%	144
2024 Q1	$1.12M	Buy	14,430 +1,329	+10%	+$103K	0.14%	146
2023 Q4	$1.01M	Buy	13,101 +1,111	+9%	+$84.2K	0.14%	146
2023 Q3	$901K	Sell	11,990 -503	-4%	-$38K	0.12%	153
2023 Q2	$945K	Buy	12,493 +1,074	+9%	+$81.6K	0.14%	140
2023 Q1	$870K	Sell	11,419 -6,292	-36%	-$477K	0.14%	139
2022 Q4	$1.33M	Sell	17,711 -1,391	-7%	-$104K	0.23%	113
2022 Q3	$1.42M	Buy	19,102 +343	+2%	+$26.1K	0.36%	77
2022 Q2	$1.43M	Buy	18,759 +5,224	+39%	+$401K	0.4%	64
2022 Q1	$1.06M	Sell	13,535 -6,464	-32%	-$514K	0.26%	84
2021 Q4	$1.63M	Buy	19,999 +7,739	+63%	+$632K	0.42%	64
2021 Q3	$1.01M	Buy	12,260 +1,541	+14%	+$127K	0.33%	70
2021 Q2	$887K	Sell	10,719 -1,319	-11%	-$109K	0.28%	79
2021 Q1	$993K	Sell	12,038 -6,067	-34%	-$503K	0.36%	69
2020 Q4	$1.51M	Buy	+18,105	New	+$1.5M	0.6%	44

Other funds holding VCSH

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return