Powell Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Hold	19,085	–	–	0.52%	29
2025 Q4	$1.52M	Hold	19,085	–	–	0.52%	28
2025 Q3	$1.53M	Hold	19,085	–	–	0.53%	27
2025 Q2	$1.52M	Sell	19,085 -861	-4%	-$67.8K	0.57%	27
2025 Q1	$1.57M	Sell	19,946 -434	-2%	-$34K	0.77%	20
2024 Q4	$1.59M	Sell	20,380 -1,842	-8%	-$144K	0.74%	23
2024 Q3	$1.76M	Sell	22,222 -384	-2%	-$30.1K	0.82%	22
2024 Q2	$1.75M	Buy	+22,606	New	+$1.74M	0.9%	20
2024 Q1	–	Sell	-36,157	Closed	-$2.8M	–	153
2023 Q4	$2.8M	Sell	36,157 -3,008	-8%	-$228K	1.55%	14
2023 Q3	$2.94M	Sell	39,165 -3,512	-8%	-$265K	1.77%	13
2023 Q2	$3.23M	Sell	42,677 -35,040	-45%	-$2.66M	1.89%	13
2023 Q1	$5.92M	Sell	77,717 -376	-0.5%	-$28.5K	3.3%	9
2022 Q4	$5.87M	Buy	+78,093	New	+$5.84M	3.41%	9
2022 Q3	–	Sell	-7,345	Closed	-$560K	–	140
2022 Q2	$560K	Hold	7,345	–	–	0.34%	43
2022 Q1	$574K	Hold	7,345	–	–	0.33%	47
2021 Q4	$597K	Hold	7,345	–	–	0.34%	43
2021 Q3	$605K	Buy	7,345 +3,650	+99%	+$302K	0.37%	41
2021 Q2	$306K	Hold	3,695	–	–	0.19%	74
2021 Q1	$305K	Sell	3,695 -3,414	-48%	-$283K	0.2%	69
2020 Q4	$592K	Hold	7,109	–	–	0.45%	33
2020 Q3	$589K	Hold	7,109	–	–	0.51%	32
2020 Q2	$588K	Hold	7,109	–	–	0.57%	34
2020 Q1	$562K	Sell	7,109 -1,000	-12%	-$80.4K	0.68%	31
2019 Q4	$657K	Buy	+8,109	New	+$657K	0.68%	32

Other funds holding VCSH