TFA
Trinity 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 | $2.3M | Buy |
28,971
+509
| +2% | +$40.5K | 0.71% | 28 |
|
|
2025
Q1 | $2.25M | Buy |
+28,462
| New | +$2.25M | 0.81% | 23 |
|
|
2022
Q1 | – | Sell |
-2,835
| Closed | -$230K | – | 69 |
|
|
2021
Q4 | $230K | Sell |
2,835
-6,275
| -69% | -$509K | 0.14% | 56 |
|
|
2021
Q3 | $751K | Sell |
9,110
-15,265
| -63% | -$1.26M | 0.5% | 19 |
|
|
2021
Q2 | $2.02M | Sell |
24,375
-14,347
| -37% | -$1.19M | 1.41% | 12 |
|
|
2021
Q1 | $3.2M | Sell |
38,722
-26,700
| -41% | -$2.2M | 2.47% | 10 |
|
|
2020
Q4 | $5.45M | Buy |
+65,422
| New | +$5.45M | 4.94% | 7 |
|