Roberts Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
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2025
Q1 | $717K | Sell |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $6.95M | Sell |
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|
2022
Q4 | $6.89M | Sell |
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|
2022
Q3 | $8.83M | Buy |
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|
2022
Q2 | $8.79M | Buy |
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|
2022
Q1 | $8.91M | Sell |
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|
2021
Q4 | $9.3M | Buy |
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|
2021
Q3 | $9.38M | Buy |
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