Kingswood Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,306
Closed -$258K 825
2024
Q4
$258K Buy
3,306
+182
+6% +$14.2K 0.02% 659
2024
Q3
$248K Buy
+3,124
New +$248K 0.02% 620