WealthPLAN Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,955	Closed	-$236K	–	284
2025 Q3	$236K	Buy	2,955 +72	+2%	+$5.73K	0.04%	235
2025 Q2	$229K	Sell	2,883 -19	-0.7%	-$1.5K	0.04%	239
2025 Q1	$229K	Sell	2,902 -1	-0%	-$78	0.03%	238
2024 Q4	$226K	Buy	+2,903	New	+$228K	0.03%	229
2023 Q3	–	Sell	-1,463	Closed	-$111K	–	1136
2023 Q2	$111K	Sell	1,463 -402	-22%	-$30.5K	0.02%	383
2023 Q1	$142K	Sell	1,865 -5,925	-76%	-$449K	0.02%	359
2022 Q4	$589K	Buy	+7,790	New	+$582K	0.04%	236
2022 Q1	$244K	Sell	3,177 -61	-2%	-$4.85K	0.02%	346
2021 Q4	$260K	Sell	3,238 -543	-14%	-$44.4K	0.02%	338
2021 Q3	$308K	Hold	3,781	–	–	0.02%	309
2021 Q2	$312K	Buy	3,781 +120	+3%	+$9.92K	0.02%	280
2021 Q1	$302K	Hold	3,661	–	–	0.02%	273
2020 Q4	$304K	Buy	3,661 +36	+1%	+$2.99K	0.03%	264
2020 Q3	$300K	Buy	3,625 +947	+35%	+$78.5K	0.03%	255
2020 Q2	$222K	Buy	+2,678	New	+$218K	0.02%	277
2018 Q3	–	Sell	-21,635	Closed	-$1.69M	–	289
2018 Q2	$1.69M	Sell	21,635 -1,511	-7%	-$118K	0.35%	77
2018 Q1	$1.81M	Sell	23,146 -9,553	-29%	-$752K	0.4%	73
2017 Q4	$2.59M	Sell	32,699 -15,021	-31%	-$1.2M	0.69%	39
2017 Q3	$3.82M	Buy	47,720 +728	+2%	+$58.3K	1.07%	22
2017 Q2	$3.76M	Buy	46,992 +44,088	+1,518%	+$3.52M	1.08%	21
2017 Q1	$232K	Buy	+2,904	New	+$231K	0.8%	21
2016 Q3	$2.41M	Buy	29,966 +136	+0.5%	+$11K	0.78%	27
2016 Q2	$2.41M	Buy	+29,830	New	+$2.39M	0.31%	58
2015 Q4	$1.08M	Buy	+13,653	New	+$1.08M	0.18%	94

Other funds holding VCSH