Perennial Investment 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
Q2
$293K Sell
3,686
-2,439
-40% -$194K 0.03% 348
2025
Q1
$483K Sell
6,125
-1,531
-20% -$121K 0.05% 247
2024
Q4
$597K Buy
7,656
+384
+5% +$30K 0.07% 206
2024
Q3
$578K Sell
7,272
-3,246
-31% -$258K 0.07% 195
2024
Q2
$813K Buy
+10,518
New +$813K 0.12% 146