WFAG
Wescott Financial Advisory Group’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 | $23.9M | Sell |
300,250
-13,227
| -4% | -$1.05M | 2.28% | 13 |
|
|
2025
Q1 | $24.7M | Sell |
313,477
-5,533
| -2% | -$437K | 2.57% | 13 |
|
|
2024
Q4 | $24.9M | Sell |
319,010
-1,768
| -0.6% | -$138K | 2.58% | 12 |
|
|
2024
Q3 | $25.5M | Buy |
320,778
+13,745
| +4% | +$1.09M | 2.74% | 12 |
|
|
2024
Q2 | $23.7M | Buy |
307,033
+13,046
| +4% | +$1.01M | 2.76% | 11 |
|
|
2024
Q1 | $22.7M | Buy |
293,987
+9,971
| +4% | +$771K | 2.83% | 11 |
|
|
2023
Q4 | $22M | Sell |
284,016
-1,175
| -0.4% | -$90.9K | 3.08% | 9 |
|
|
2023
Q3 | $21.4M | Buy |
285,191
+811
| +0.3% | +$60.9K | 3.92% | 9 |
|
|
2023
Q2 | $21.5M | Buy |
284,380
+22,080
| +8% | +$1.67M | 3.8% | 9 |
|
|
2023
Q1 | $20M | Buy |
262,300
+17,374
| +7% | +$1.32M | 4.34% | 7 |
|
|
2022
Q4 | $18.4M | Buy |
244,926
+10,985
| +5% | +$826K | 3.97% | 8 |
|
|
2022
Q3 | $17.4M | Buy |
233,941
+23,964
| +11% | +$1.78M | 4.84% | 7 |
|
|
2022
Q2 | $16M | Buy |
209,977
+54,977
| +35% | +$4.19M | 4.35% | 7 |
|
|
2022
Q1 | $12.1M | Buy |
+155,000
| New | +$12.1M | 3.12% | 7 |
|