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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
2025
Q1
$2.72M Buy
2024
Q4
$1.45M Buy
2024
Q3
$998K Sell
2024
Q2
$989K Sell
2024
Q1
$1.28M Buy
2023
Q4
$950K Buy