SIA
Soltis 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 | $3.47M | Sell |
43,596
-3,111
| -7% | -$247K | 0.27% | 89 |
|
|
2025
Q1 | $3.69M | Sell |
46,707
-1,112
| -2% | -$87.8K | 0.33% | 83 |
|
|
2024
Q4 | $3.73M | Sell |
47,819
-2,810
| -6% | -$219K | 0.35% | 80 |
|
|
2024
Q3 | $4.02M | Buy |
50,629
+661
| +1% | +$52.5K | 0.39% | 74 |
|
|
2024
Q2 | $3.86M | Buy |
49,968
+705
| +1% | +$54.5K | 0.41% | 76 |
|
|
2024
Q1 | $3.81M | Buy |
49,263
+25
| +0.1% | +$1.93K | 0.43% | 79 |
|
|
2023
Q4 | $3.81M | Sell |
49,238
-945
| -2% | -$73.1K | 0.43% | 76 |
|
|
2023
Q3 | $3.77M | Sell |
50,183
-3,870
| -7% | -$291K | 0.49% | 61 |
|
|
2023
Q2 | $4.09M | Sell |
54,053
-2,894
| -5% | -$219K | 0.48% | 59 |
|
|
2023
Q1 | $4.34M | Sell |
56,947
-4,456
| -7% | -$340K | 0.55% | 49 |
|
|
2022
Q4 | $4.62M | Buy |
61,403
+5,115
| +9% | +$385K | 0.61% | 45 |
|
|
2022
Q3 | $4.18M | Sell |
56,288
-5,695
| -9% | -$423K | 0.63% | 37 |
|
|
2022
Q2 | $4.73M | Sell |
61,983
-5,840
| -9% | -$445K | 0.69% | 32 |
|
|
2022
Q1 | $5.3M | Sell |
67,823
-8,633
| -11% | -$674K | 0.74% | 27 |
|
|
2021
Q4 | $6.21M | Buy |
76,456
+745
| +1% | +$60.5K | 0.88% | 20 |
|
|
2021
Q3 | $6.24M | Buy |
75,711
+215
| +0.3% | +$17.7K | 0.97% | 20 |
|
|
2021
Q2 | $6.24M | Sell |
75,496
-5,250
| -7% | -$434K | 0.99% | 18 |
|
|
2021
Q1 | $6.66M | Sell |
80,746
-6,172
| -7% | -$509K | 1.21% | 15 |
|
|
2020
Q4 | $7.24M | Sell |
86,918
-2,349
| -3% | -$196K | 1.34% | 12 |
|
|
2020
Q3 | $7.4M | Buy |
89,267
+3,098
| +4% | +$257K | 1.74% | 10 |
|
|
2020
Q2 | $7.12M | Buy |
86,169
+3,654
| +4% | +$302K | 1.85% | 11 |
|
|
2020
Q1 | $6.53M | Sell |
82,515
-15,076
| -15% | -$1.19M | 2.03% | 10 |
|
|
2019
Q4 | $7.91M | Buy |
+97,591
| New | +$7.91M | 1.52% | 17 |
|