UFA
US 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
Q1 | $10.6M | Buy |
133,761
+3,669
| +3% | +$290K | 3.12% | 9 |
|
|
2024
Q4 | $10.1M | Buy |
130,092
+3,670
| +3% | +$286K | 3.12% | 10 |
|
|
2024
Q3 | $10M | Buy |
126,422
+3,251
| +3% | +$258K | 3.13% | 10 |
|
|
2024
Q2 | $9.52M | Buy |
123,171
+16,257
| +15% | +$1.26M | 3.19% | 9 |
|
|
2024
Q1 | $8.27M | Buy |
106,914
+3,228
| +3% | +$250K | 2.86% | 13 |
|
|
2023
Q4 | $8.02M | Buy |
103,686
+1,515
| +1% | +$117K | 2.99% | 13 |
|
|
2023
Q3 | $7.68M | Buy |
102,171
+7,337
| +8% | +$551K | 3.19% | 12 |
|
|
2023
Q2 | $7.18M | Buy |
94,834
+1,299
| +1% | +$98.3K | 3.05% | 13 |
|
|
2023
Q1 | $7.13M | Buy |
93,535
+2,927
| +3% | +$223K | 3.18% | 13 |
|
|
2022
Q4 | $6.81M | Sell |
90,608
-554
| -0.6% | -$41.7K | 3.42% | 10 |
|
|
2022
Q3 | $6.77M | Sell |
91,162
-10,763
| -11% | -$799K | 3.79% | 11 |
|
|
2022
Q2 | $7.77M | Buy |
101,925
+790
| +0.8% | +$60.2K | 4.37% | 6 |
|
|
2022
Q1 | $7.9M | Sell |
101,135
-2,840
| -3% | -$222K | 3.8% | 10 |
|
|
2021
Q4 | $8.45M | Buy |
103,975
+2,007
| +2% | +$163K | 3.85% | 11 |
|
|
2021
Q3 | $8.4M | Buy |
101,968
+1,114
| +1% | +$91.8K | 4.16% | 9 |
|
|
2021
Q2 | $8.34M | Sell |
100,854
-1,951
| -2% | -$161K | 4.07% | 10 |
|
|
2021
Q1 | $8.48M | Buy |
102,805
+22,158
| +27% | +$1.83M | 2.35% | 14 |
|
|
2020
Q4 | $6.71M | Buy |
+80,647
| New | +$6.71M | 2.03% | 16 |
|
|
2015
Q3 | – | Sell |
-255
| Closed | -$20K | – | 625 |
|
|
2015
Q2 | $20K | Buy |
+255
| New | +$20K | 0.02% | 184 |
|