Exencial Wealth 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
2026 Q1	$32.7M	Buy	412,032 +6,964	+2%	+$555K	1.02%	21
2025 Q4	$32.3M	Buy	405,068 +10,229	+3%	+$816K	1.02%	21
2025 Q3	$31.6M	Buy	394,839 +7,163	+2%	+$570K	1.03%	20
2025 Q2	$30.8M	Sell	387,676 -6,886	-2%	-$542K	1.09%	18
2025 Q1	$31.1M	Buy	394,562 +8,209	+2%	+$644K	1.15%	17
2024 Q4	$30.1M	Buy	386,353 +11,116	+3%	+$872K	1.1%	17
2024 Q3	$29.8M	Buy	375,237 +107,634	+40%	+$8.45M	1.07%	16
2024 Q2	$20.7M	Sell	267,603 -25,732	-9%	-$1.98M	0.78%	28
2024 Q1	$22.7M	Buy	293,335 +2,329	+0.8%	+$180K	0.85%	23
2023 Q4	$22.5M	Buy	291,006 +33,513	+13%	+$2.54M	0.92%	23
2023 Q3	$19.4M	Buy	257,493 +10,737	+4%	+$810K	0.94%	24
2023 Q2	$18.7M	Buy	246,756 +140,758	+133%	+$10.7M	0.86%	28
2023 Q1	$8.08M	Buy	105,998 +2,073	+2%	+$157K	0.42%	70
2022 Q4	$7.81M	Buy	103,925 +95,901	+1,195%	+$7.17M	0.42%	74
2022 Q3	$596K	Buy	8,024 +124	+2%	+$9.45K	0.04%	252
2022 Q2	$602K	Hold	7,900	–	–	0.03%	265
2022 Q1	$617K	Sell	7,900 -60	-0.8%	-$4.77K	0.03%	277
2021 Q4	$647K	Sell	7,960 -3,246	-29%	-$265K	0.03%	269
2021 Q3	$874K	Buy	11,206 +3,385	+43%	+$280K	0.04%	199
2021 Q2	$647K	Buy	7,821 +311	+4%	+$25.7K	0.04%	279
2021 Q1	$620K	Sell	7,510 -250	-3%	-$20.7K	0.04%	257
2020 Q4	$646K	Hold	7,760	–	–	0.04%	223
2020 Q3	$643K	Sell	7,760 -37	-0.5%	-$3.07K	0.03%	236
2020 Q2	$645K	Sell	7,797 -514	-6%	-$41.8K	0.06%	204
2020 Q1	$657K	Sell	8,311 -2,077	-20%	-$167K	0.12%	135
2019 Q4	$842K	Buy	10,388 +5,220	+101%	+$423K	0.15%	129
2019 Q3	$419K	Buy	+5,168	New	+$418K	0.09%	164
2019 Q1	–	Sell	-2,702	Closed	-$211K	–	231
2018 Q4	$211K	Buy	+2,702	New	+$210K	0.06%	197

Other funds holding VCSH