FIA
Foundations Investment 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 | $365K | Sell |
4,594
-9,063
| -66% | -$721K | 0.01% | 683 |
|
|
2025
Q1 | $1.08M | Buy |
13,657
+2,625
| +24% | +$207K | 0.02% | 390 |
|
|
2024
Q4 | $861K | Buy |
11,032
+6,777
| +159% | +$529K | 0.02% | 432 |
|
|
2024
Q3 | $338K | Sell |
4,255
-1,048
| -20% | -$83.2K | 0.01% | 603 |
|
|
2024
Q2 | $410K | Sell |
5,303
-1,169
| -18% | -$90.3K | 0.01% | 539 |
|
|
2024
Q1 | $500K | Sell |
6,472
-203
| -3% | -$15.7K | 0.01% | 466 |
|
|
2023
Q4 | $518K | Sell |
6,675
-99,812
| -94% | -$7.74M | 0.01% | 432 |
|
|
2023
Q3 | $8M | Buy |
106,487
+18,229
| +21% | +$1.37M | 0.25% | 78 |
|
|
2023
Q2 | $6.68M | Buy |
88,258
+13,586
| +18% | +$1.03M | 0.22% | 75 |
|
|
2023
Q1 | $5.69M | Buy |
74,672
+68,570
| +1,124% | +$5.23M | 0.2% | 77 |
|
|
2022
Q4 | $459K | Buy |
6,102
+2,638
| +76% | +$198K | 0.02% | 291 |
|
|
2022
Q3 | $257K | Buy |
3,464
+802
| +30% | +$59.5K | 0.01% | 342 |
|
|
2022
Q2 | $203K | Buy |
+2,662
| New | +$203K | 0.01% | 368 |
|
|
2021
Q4 | – | Sell |
-3,828
| Closed | -$315K | – | 356 |
|
|
2021
Q3 | $315K | Sell |
3,828
-3,160
| -45% | -$260K | 0.01% | 242 |
|
|
2021
Q2 | $578K | Buy |
+6,988
| New | +$578K | 0.03% | 148 |
|