JFS Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

JFS Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.1K	Hold	1,024	–	–	﹤0.01%	465
2026 Q1	$79.2K	Hold	1,024	–	–	﹤0.01%	438
2025 Q4	$79.8K	Hold	1,024	–	–	﹤0.01%	447
2025 Q3	$80.3K	Sell	1,024 -20	-2%	-$1.55K	﹤0.01%	437
2025 Q2	$81K	Buy	+1,044	New	+$80K	0.01%	403

Other funds holding VCRB

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return