PIA
Powell Investment 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 | $1.52M | Sell |
19,085
-861
| -4% | -$68.5K | 0.57% | 27 |
|
|
2025
Q1 | $1.57M | Sell |
19,946
-434
| -2% | -$34.3K | 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% | -$30.5K | 0.82% | 22 |
|
|
2024
Q2 | $1.75M | Buy |
+22,606
| New | +$1.75M | 0.9% | 20 |
|
|
2024
Q1 | – | Sell |
-36,157
| Closed | -$2.8M | – | 153 |
|
|
2023
Q4 | $2.8M | Sell |
36,157
-3,008
| -8% | -$233K | 1.55% | 14 |
|
|
2023
Q3 | $2.94M | Sell |
39,165
-3,512
| -8% | -$264K | 1.77% | 13 |
|
|
2023
Q2 | $3.23M | Sell |
42,677
-35,040
| -45% | -$2.65M | 1.89% | 13 |
|
|
2023
Q1 | $5.92M | Sell |
77,717
-376
| -0.5% | -$28.7K | 3.3% | 9 |
|
|
2022
Q4 | $5.87M | Buy |
+78,093
| New | +$5.87M | 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% | +$301K | 0.37% | 41 |
|
|
2021
Q2 | $306K | Hold |
3,695
| – | – | 0.19% | 74 |
|
|
2021
Q1 | $305K | Sell |
3,695
-3,414
| -48% | -$282K | 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% | -$79.1K | 0.68% | 31 |
|
|
2019
Q4 | $657K | Buy |
+8,109
| New | +$657K | 0.68% | 32 |
|