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

Octavia Wealth Advisors’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
13,796
-2,474
-15% -$196K 0.09% 71
2026
Q1 		$1.29M Buy
16,270
+498
+3% +$39.7K 0.12% 64
2025
Q4 		$1.26M Sell
15,772
-495
-3% -$39.5K 0.12% 70
2025
Q3 		$1.3M Buy
16,267
+1,215
+8% +$96.6K 0.13% 67
2025
Q2 		$1.2M Sell
15,052
-1,196
-7% -$94.2K 0.14% 63
2025
Q1 		$1.28M Sell
16,248
-224
-1% -$17.6K 0.16% 61
2024
Q4 		$1.28M Sell
16,472
-850
-5% -$66.7K 0.16% 62
2024
Q3 		$1.38M Sell
17,322
-494
-3% -$38.8K 0.17% 62
2024
Q2 		$1.38M Buy
17,816
+2,203
+14% +$169K 0.19% 61
2024
Q1 		$1.21M Sell
15,613
-1,654
-10% -$128K 0.18% 65
2023
Q4 		$1.34M Sell
17,267
-2,038
-11% -$154K 0.24% 57
2023
Q3 		$1.45M Sell
19,305
-1,495
-7% -$113K 0.29% 45
2023
Q2 		$1.57M Buy
20,800
+2,047
+11% +$156K 0.32% 42
2023
Q1 		$1.43M Sell
18,753
-71,723
-79% -$5.43M 0.32% 43
2022
Q4 		$6.8M Buy
90,476
+916
+1% +$68.5K 1.68% 20
2022
Q3 		$6.65M Buy
89,560
+3,137
+4% +$239K 1.8% 21
2022
Q2 		$6.54M Buy
86,423
+45,921
+113% +$3.53M 1.71% 22
2022
Q1 		$3.16M Sell
40,502
-9,019
-18% -$717K 0.7% 30
2021
Q4 		$4.02M Buy
49,521
+1,965
+4% +$161K 0.87% 28
2021
Q3 		$3.9M Sell
47,556
-134,439
-74% -$11.1M 1% 27
2021
Q2 		$15.1M Buy
181,995
+12,238
+7% +$1.01M 3.97% 6
2021
Q1 		$14M Sell
169,757
-46,332
-21% -$3.84M 4.17% 6
2020
Q4 		$18M Buy
+216,089
New +$17.9M 5.84% 4

Other funds holding VCSH

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return