WFA
Websterrogers 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 | $3.89M | Buy |
48,963
+427
| +0.9% | +$33.9K | 1.24% | 24 |
|
|
2025
Q1 | $3.83M | Sell |
48,536
-1,647
| -3% | -$130K | 1.31% | 24 |
|
|
2024
Q4 | $3.91M | Buy |
50,183
+1,021
| +2% | +$79.7K | 1.36% | 22 |
|
|
2024
Q3 | $3.9M | Sell |
49,162
-2,700
| -5% | -$214K | 1.37% | 22 |
|
|
2024
Q2 | $4.01M | Buy |
51,862
+5,515
| +12% | +$426K | 1.43% | 22 |
|
|
2024
Q1 | $3.58M | Buy |
+46,347
| New | +$3.58M | 1.27% | 23 |
|