LFA
Level Financial 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 | $12.8M | Buy |
160,909
+1,168
| +0.7% | +$92.9K | 3.98% | 6 |
|
|
2025
Q1 | $12.6M | Buy |
159,741
+45
| +0% | +$3.55K | 4.29% | 5 |
|
|
2024
Q4 | $12.5M | Buy |
159,696
+10,522
| +7% | +$821K | 4.57% | 5 |
|
|
2024
Q3 | $11.8M | Buy |
149,174
+3,611
| +2% | +$287K | 4.52% | 5 |
|
|
2024
Q2 | $11.2M | Buy |
145,563
+3,588
| +3% | +$277K | 4.87% | 5 |
|
|
2024
Q1 | $11M | Buy |
141,975
+17,706
| +14% | +$1.37M | 4.98% | 5 |
|
|
2023
Q4 | $9.61M | Buy |
124,269
+6,795
| +6% | +$526K | 4.75% | 5 |
|
|
2023
Q3 | $8.83M | Sell |
117,474
-1,835
| -2% | -$138K | 4.94% | 5 |
|
|
2023
Q2 | $9.03M | Buy |
119,309
+7,272
| +6% | +$550K | 5.04% | 5 |
|
|
2023
Q1 | $8.54M | Buy |
112,037
+11,297
| +11% | +$861K | 5.13% | 5 |
|
|
2022
Q4 | $7.58M | Buy |
100,740
+14,163
| +16% | +$1.06M | 4.96% | 5 |
|
|
2022
Q3 | $6.43M | Sell |
86,577
-16,477
| -16% | -$1.22M | 4.75% | 6 |
|
|
2022
Q2 | $7.86M | Buy |
103,054
+32,570
| +46% | +$2.48M | 5.79% | 4 |
|
|
2022
Q1 | $5.5M | Buy |
70,484
+5,632
| +9% | +$440K | 4.24% | 5 |
|
|
2021
Q4 | $5.27M | Buy |
+64,852
| New | +$5.27M | 4.02% | 5 |
|