SFA
Sequoia Financial 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 | $251M | Sell |
3,154,064
-22,706
| -0.7% | -$1.81M | 1.71% | 10 |
|
|
2025
Q1 | $251M | Buy |
3,176,770
+2,965,656
| +1,405% | +$234M | 1.93% | 8 |
|
|
2024
Q4 | $16.5M | Buy |
211,114
+206,073
| +4,088% | +$16.1M | 0.16% | 128 |
|
|
2024
Q3 | $400K | Buy |
5,041
+4
| +0.1% | +$318 | ﹤0.01% | 835 |
|
|
2024
Q2 | $389K | Sell |
5,037
-471
| -9% | -$36.4K | ﹤0.01% | 787 |
|
|
2024
Q1 | $426K | Buy |
5,508
+594
| +12% | +$45.9K | 0.01% | 736 |
|
|
2023
Q4 | $380K | Buy |
4,914
+332
| +7% | +$25.7K | ﹤0.01% | 832 |
|
|
2023
Q3 | $344K | Sell |
4,582
-1,850
| -29% | -$139K | 0.01% | 635 |
|
|
2023
Q2 | $487K | Buy |
6,432
+1,990
| +45% | +$151K | 0.01% | 535 |
|
|
2023
Q1 | $339K | Buy |
4,442
+2
| +0% | +$152 | 0.01% | 583 |
|
|
2022
Q4 | $334K | Sell |
4,440
-4,118
| -48% | -$310K | 0.01% | 552 |
|
|
2022
Q3 | $636K | Sell |
8,558
-37
| -0.4% | -$2.75K | 0.02% | 258 |
|
|
2022
Q2 | $655K | Sell |
8,595
-10,693
| -55% | -$815K | 0.02% | 284 |
|
|
2022
Q1 | $1.51M | Sell |
19,288
-11,560
| -37% | -$903K | 0.04% | 214 |
|
|
2021
Q4 | $2.51M | Buy |
30,848
+17,946
| +139% | +$1.46M | 0.07% | 162 |
|
|
2021
Q3 | $1.06M | Sell |
12,902
-19,944
| -61% | -$1.64M | 0.11% | 101 |
|
|
2021
Q2 | $2.72M | Buy |
32,846
+1,612
| +5% | +$133K | 0.1% | 124 |
|
|
2021
Q1 | $2.58M | Buy |
31,234
+15,856
| +103% | +$1.31M | 0.11% | 114 |
|
|
2020
Q4 | $1.28M | Buy |
15,378
+4,705
| +44% | +$392K | 0.06% | 161 |
|
|
2020
Q3 | $884K | Sell |
10,673
-800
| -7% | -$66.3K | 0.05% | 179 |
|
|
2020
Q2 | $948K | Buy |
11,473
+8,259
| +257% | +$682K | 0.06% | 157 |
|
|
2020
Q1 | $254K | Sell |
3,214
-2,672
| -45% | -$211K | 0.02% | 291 |
|
|
2019
Q4 | $477K | Buy |
5,886
+1,283
| +28% | +$104K | 0.03% | 225 |
|
|
2019
Q3 | $373K | Buy |
4,603
+1,270
| +38% | +$103K | 0.03% | 243 |
|
|
2019
Q2 | $269K | Hold |
3,333
| – | – | 0.02% | 296 |
|
|
2019
Q1 | $266K | Buy |
3,333
+699
| +27% | +$55.8K | 0.02% | 294 |
|
|
2018
Q4 | $205K | Hold |
2,634
| – | – | 0.02% | 269 |
|
|
2018
Q3 | $206K | Buy |
+2,634
| New | +$206K | 0.02% | 298 |
|
|
2018
Q2 | – | Sell |
-14,906
| Closed | -$1.17M | – | 325 |
|
|
2018
Q1 | $1.17M | Buy |
14,906
+353
| +2% | +$27.7K | 0.12% | 104 |
|
|
2017
Q4 | $1.15M | Buy |
14,553
+1,152
| +9% | +$91.3K | 0.12% | 108 |
|
|
2017
Q3 | $1.07M | Buy |
13,401
+657
| +5% | +$52.7K | 0.13% | 102 |
|
|
2017
Q2 | $1.02M | Buy |
+12,744
| New | +$1.02M | 0.13% | 106 |
|