WA
Waverly 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 | $26.3M | Sell |
331,015
-19,842
| -6% | -$1.58M | 0.29% | 74 |
|
|
2025
Q1 | $27.7M | Buy |
350,857
+26,413
| +8% | +$2.09M | 0.34% | 68 |
|
|
2024
Q4 | $25.3M | Buy |
324,444
+8,521
| +3% | +$665K | 0.39% | 53 |
|
|
2024
Q3 | $25.1M | Sell |
315,923
-35,940
| -10% | -$2.85M | 0.46% | 41 |
|
|
2024
Q2 | $27.2M | Sell |
351,863
-5,690
| -2% | -$440K | 0.53% | 34 |
|
|
2024
Q1 | $27.6M | Buy |
357,553
+323,796
| +959% | +$25M | 0.65% | 28 |
|
|
2023
Q4 | $2.61M | Sell |
33,757
-4,703
| -12% | -$364K | 0.1% | 123 |
|
|
2023
Q3 | $2.89M | Sell |
38,460
-2,941
| -7% | -$221K | 0.13% | 110 |
|
|
2023
Q2 | $3.13M | Buy |
41,401
+13,779
| +50% | +$1.04M | 0.14% | 106 |
|
|
2023
Q1 | $2.11M | Buy |
27,622
+20,874
| +309% | +$1.59M | 0.11% | 99 |
|
|
2022
Q4 | $507K | Sell |
6,748
-962
| -12% | -$72.3K | 0.03% | 173 |
|
|
2022
Q3 | $573K | Buy |
+7,710
| New | +$573K | 0.04% | 146 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 353 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 396 |
|
|
2014
Q2 | – | Sell |
-332
| Closed | -$27K | – | 760 |
|
|
2014
Q1 | $27K | Sell |
332
-668
| -67% | -$54.3K | 0.01% | 285 |
|
|
2013
Q4 | $80K | Buy |
+1,000
| New | +$80K | 0.03% | 267 |
|