WOSD
WFA of San Diego’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 | $749K | Buy |
+9,419
| New | +$749K | 0.55% | 40 |
|
|
2024
Q3 | $505K | Sell |
6,363
-319
| -5% | -$25.3K | 0.43% | 49 |
|
|
2024
Q2 | $516K | Buy |
+6,682
| New | +$516K | 0.46% | 45 |
|
|
2023
Q3 | $652K | Sell |
8,679
-410
| -5% | -$30.8K | 0.67% | 29 |
|
|
2023
Q2 | $688K | Buy |
+9,089
| New | +$688K | 0.68% | 29 |
|
|
2023
Q1 | – | Sell |
-21,227
| Closed | -$1.6M | – | 408 |
|
|
2022
Q4 | $1.6M | Sell |
21,227
-85
| -0.4% | -$6.39K | 1.22% | 19 |
|
|
2022
Q3 | $1.58M | Sell |
21,312
-697
| -3% | -$51.8K | 1.43% | 18 |
|
|
2022
Q2 | $1.68M | Sell |
22,009
-145
| -0.7% | -$11.1K | 1.44% | 15 |
|
|
2022
Q1 | $1.73M | Sell |
22,154
-623
| -3% | -$48.7K | 1.32% | 18 |
|
|
2021
Q4 | $1.85M | Buy |
22,777
+578
| +3% | +$47K | 1.08% | 22 |
|
|
2021
Q3 | $1.83M | Buy |
22,199
+1,077
| +5% | +$88.7K | 1.28% | 18 |
|
|
2021
Q2 | $1.75M | Buy |
21,122
+277
| +1% | +$22.9K | 1.36% | 18 |
|
|
2021
Q1 | $1.72M | Buy |
20,845
+2,043
| +11% | +$169K | 1.43% | 15 |
|
|
2020
Q4 | $83 | Buy |
18,802
+303
| +2% | +$1 | 0.02% | 62 |
|
|
2020
Q3 | $1.53M | Buy |
18,499
+675
| +4% | +$55.9K | 1.45% | 13 |
|
|
2020
Q2 | $1.47M | Buy |
+17,824
| New | +$1.47M | 0.34% | 72 |
|