SWA
VCSH icon

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

Sax 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 		$948K Buy
11,953
+1,502
+14% +$119K 0.04% 240
2026
Q1 		$833K Hold
10,451
– – 0.04% 217
2025
Q4 		$833K Sell
10,451
-189
-2% -$15.1K 0.04% 226
2025
Q3 		$850K Buy
10,640
+724
+7% +$57.6K 0.05% 201
2025
Q2 		$788K Sell
9,916
-1,769
-15% -$139K 0.05% 198
2025
Q1 		$922K Buy
11,685
+6,839
+141% +$536K 0.07% 150
2024
Q4 		$378K Buy
4,846
+1,982
+69% +$155K 0.03% 233
2024
Q3 		$227K Hold
2,864
– – 0.02% 260
2024
Q2 		$221K Sell
2,864
-18,971
-87% -$1.46M 0.02% 252
2024
Q1 		$1.69M Sell
21,835
-8,656
-28% -$668K 0.2% 52
2023
Q4 		$2.36M Sell
30,491
-6,274
-17% -$475K 0.38% 48
2023
Q3 		$2.76M Sell
36,765
-3,055
-8% -$231K 0.54% 36
2023
Q2 		$3.01M Sell
39,820
-6,326
-14% -$481K 0.6% 36
2023
Q1 		$3.52M Sell
46,146
-5,043
-10% -$382K 0.76% 28
2022
Q4 		$3.85M Sell
51,189
-5,091
-9% -$380K 0.89% 25
2022
Q3 		$4.18M Sell
56,280
-10,040
-15% -$765K 1.08% 20
2022
Q2 		$5.06M Sell
66,320
-18,617
-22% -$1.43M 1.29% 17
2022
Q1 		$6.63M Sell
84,937
-8,480
-9% -$674K 1.6% 15
2021
Q4 		$7.59M Buy
93,417
+6,506
+7% +$532K 1.58% 14
2021
Q3 		$7.16M Buy
86,911
+484
+0.6% +$40K 1.7% 14
2021
Q2 		$7.15M Buy
86,427
+11,383
+15% +$941K 2.45% 10
2021
Q1 		$6.19M Buy
75,044
+19,480
+35% +$1.61M 2.26% 10
2020
Q4 		$4.63M Buy
+55,564
New +$4.61M 2.13% 10

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