GFWA
Grey Fox Wealth 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 | $13.8M | Sell |
173,191
-1,261
| -0.7% | -$100K | 3.28% | 7 |
|
|
2025
Q1 | $13.8M | Sell |
174,452
-4,484
| -3% | -$354K | 3.67% | 7 |
|
|
2024
Q4 | $14M | Sell |
178,936
-2,794
| -2% | -$218K | 3.83% | 7 |
|
|
2024
Q3 | $14.4M | Sell |
181,730
-18,493
| -9% | -$1.47M | 4.02% | 7 |
|
|
2024
Q2 | $15.5M | Buy |
200,223
+21,299
| +12% | +$1.65M | 5.44% | 5 |
|
|
2024
Q1 | $13.8M | Buy |
178,924
+18,621
| +12% | +$1.44M | 5.2% | 6 |
|
|
2023
Q4 | $12.4M | Buy |
160,303
+4,444
| +3% | +$344K | 5.39% | 6 |
|
|
2023
Q3 | $11.7M | Buy |
155,859
+18,398
| +13% | +$1.38M | 5.87% | 5 |
|
|
2023
Q2 | $10.4M | Buy |
137,461
+57,636
| +72% | +$4.36M | 5.35% | 4 |
|
|
2023
Q1 | $6.09M | Buy |
79,825
+21,404
| +37% | +$1.63M | 3.59% | 6 |
|
|
2022
Q4 | $4.39M | Buy |
+58,421
| New | +$4.39M | 2.9% | 8 |
|