SWA
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ShankerValleau Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.2M Buy
156,621
+5,389
+4% +$418K 3.47% 9
2025
Q1 		$11.7M Buy
151,232
+2,786
+2% +$216K 3.8% 9
2024
Q4 		$11.3M Buy
+148,446
New +$11.3M 3.61% 9