WFA
West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,296
| Closed | -$487K | – | 192 |
|
|
2024
Q2 | $487K | Hold |
6,296
| – | – | 0.1% | 44 |
|
|
2024
Q1 | $487K | Sell |
6,296
-2,323
| -27% | -$180K | 0.1% | 42 |
|
|
2023
Q4 | $667K | Sell |
8,619
-166,755
| -95% | -$12.9M | 0.15% | 36 |
|
|
2023
Q3 | $13.2M | Sell |
175,374
-849
| -0.5% | -$63.8K | 3.31% | 8 |
|
|
2023
Q2 | $13.3M | Sell |
176,223
-4,009
| -2% | -$303K | 3.28% | 8 |
|
|
2023
Q1 | $13.7M | Sell |
180,232
-1,151
| -0.6% | -$87.7K | 3.6% | 7 |
|
|
2022
Q4 | $13.6M | Sell |
181,383
-21,853
| -11% | -$1.64M | 3.81% | 7 |
|
|
2022
Q3 | $15.1M | Sell |
203,236
-44,482
| -18% | -$3.3M | 4.52% | 5 |
|
|
2022
Q2 | $18.9M | Sell |
247,718
-479
| -0.2% | -$36.5K | 5.49% | 6 |
|
|
2022
Q1 | $19.4M | Buy |
248,197
+8,329
| +3% | +$650K | 5.1% | 6 |
|
|
2021
Q4 | $19.5M | Buy |
239,868
+22,480
| +10% | +$1.83M | 5.23% | 7 |
|
|
2021
Q3 | $17.9M | Buy |
217,388
+8,242
| +4% | +$679K | 5.25% | 7 |
|
|
2021
Q2 | $17.3M | Buy |
209,146
+65,436
| +46% | +$5.41M | 5.29% | 7 |
|
|
2021
Q1 | $11.9M | Buy |
143,710
+4,127
| +3% | +$340K | 3.98% | 9 |
|
|
2020
Q4 | $11.6M | Buy |
+139,583
| New | +$11.6M | 4.12% | 9 |
|