WCFA
Walkner Condon 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 | $2.55M | Buy |
32,074
+21
| +0.1% | +$1.67K | 0.47% | 52 |
|
|
2025
Q1 | $2.53M | Sell |
32,053
-3,757
| -10% | -$297K | 0.51% | 51 |
|
|
2024
Q4 | $2.79M | Sell |
35,810
-2,542
| -7% | -$198K | 0.57% | 48 |
|
|
2024
Q3 | $3.05M | Sell |
38,352
-2,081
| -5% | -$165K | 0.62% | 42 |
|
|
2024
Q2 | $3.12M | Sell |
40,433
-86
| -0.2% | -$6.65K | 0.67% | 42 |
|
|
2024
Q1 | $3.13M | Buy |
40,519
+1,939
| +5% | +$150K | 0.66% | 42 |
|
|
2023
Q4 | $2.98M | Buy |
38,580
+3,785
| +11% | +$293K | 0.68% | 36 |
|
|
2023
Q3 | $2.61M | Buy |
34,795
+9,077
| +35% | +$682K | 0.69% | 37 |
|
|
2023
Q2 | $1.95M | Buy |
25,718
+3,771
| +17% | +$285K | 0.52% | 47 |
|
|
2023
Q1 | $1.67M | Sell |
21,947
-79
| -0.4% | -$6.02K | 0.47% | 50 |
|
|
2022
Q4 | $1.66M | Sell |
22,026
-1,367
| -6% | -$103K | 0.5% | 46 |
|
|
2022
Q3 | $1.74M | Sell |
23,393
-302
| -1% | -$22.4K | 0.56% | 42 |
|
|
2022
Q2 | $1.81M | Buy |
23,695
+4,580
| +24% | +$349K | 0.57% | 42 |
|
|
2022
Q1 | $1.49M | Buy |
19,115
+11,798
| +161% | +$921K | 0.42% | 56 |
|
|
2021
Q4 | $595K | Buy |
7,317
+3,405
| +87% | +$277K | 0.39% | 64 |
|
|
2021
Q3 | $324K | Buy |
+3,912
| New | +$324K | 0.16% | 112 |
|