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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $30.1M | Buy |
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|
2024
Q3 | $29.8M | Buy |
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|
2024
Q2 | $20.7M | Sell |
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|
2024
Q1 | $22.7M | Buy |
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|
2023
Q4 | $22.5M | Buy |
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|
2023
Q3 | $19.4M | Buy |
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|
2023
Q2 | $18.7M | Buy |
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|
2023
Q1 | $8.08M | Buy |
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|
2022
Q4 | $7.81M | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $602K | Hold |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $874K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $620K | Sell |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $645K | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $211K | Buy |
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