IAA
Independence Asset 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 | $1.1M | Sell |
13,881
-41,287
| -75% | -$3.27M | 0.68% | 11 |
|
|
2025
Q1 | $4.34M | Sell |
55,168
-52,726
| -49% | -$4.15M | 14.07% | 3 |
|
|
2024
Q4 | $8.42M | Buy |
107,894
+89,513
| +487% | +$6.98M | 38.94% | 1 |
|
|
2024
Q3 | $1.46M | Sell |
18,381
-1,276
| -6% | -$101K | 28.94% | 2 |
|
|
2024
Q2 | $1.52M | Hold |
19,657
| – | – | 36.39% | 2 |
|
|
2024
Q1 | $1.51M | Hold |
19,657
| – | – | 36.49% | 2 |
|
|
2023
Q4 | $1.52M | Buy |
+19,657
| New | +$1.52M | 38.49% | 2 |
|