CIA
Compass Ion Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
42,719
-2,896
| -6% | -$230K | 0.37% | 34 |
|
|
2025
Q1 | $3.6M | Buy |
45,615
+2,594
| +6% | +$205K | 0.42% | 32 |
|
|
2024
Q4 | $3.36M | Sell |
43,021
-1,279
| -3% | -$99.8K | 0.4% | 35 |
|
|
2024
Q3 | $3.52M | Buy |
44,300
+8,247
| +23% | +$655K | 0.43% | 34 |
|
|
2024
Q2 | $2.79M | Hold |
36,053
| – | – | 0.4% | 36 |
|
|
2024
Q1 | $2.79M | Buy |
36,053
+49
| +0.1% | +$3.79K | 0.4% | 36 |
|
|
2023
Q4 | $2.79M | Buy |
36,004
+1,966
| +6% | +$152K | 0.43% | 34 |
|
|
2023
Q3 | $2.56M | Buy |
+34,038
| New | +$2.56M | 0.44% | 31 |
|