Edge Wealth Management LLC Vanguard Sht Term Corp Bd ETF Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$73.35 - $75.8 $3.76 Million - $3.89 Million	51,321 Added 37.1%	189,659 $0
Q3 2022 Oct 18, 2022	BUY	$74.01 - $77.39 $2.97 Million - $3.11 Million	40,161 Added 40.91%	138,338 $10.3 Million
Q2 2022 Jul 22, 2022	SELL	$75.21 - $77.95 $1.02 Million - $1.06 Million	-13,622 Reduced 12.18%	98,177 $7.49 Million
Q1 2022 Apr 14, 2022	BUY	$77.77 - $81.19 $8.69 Million - $9.08 Million	111,799 New	111,799 $8.73 Million
Q1 2020 Apr 20, 2020	SELL	$71.75 - $82.34 $14,350 - $16,468	-200 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	$80.53 - $81.05 $16,106 - $16,210	200 New	200 $16,000
Q2 2018 Jul 17, 2018	SELL	N/A	-28,821 Closed	0 $0
Q1 2018 Apr 05, 2018	BUY	N/A	1,776 Added 6.57%	28,821 $2.26 Million
Q4 2017 Jan 18, 2018	BUY	N/A	3,520 Added 14.96%	27,045 $2.14 Million
Q3 2017 Oct 19, 2017	BUY	N/A	23,525	23,525 $1.89 Million

Others Institutions Holding VCSH

# of Institutions

1,360

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.06 Billion
0.35% of portfolio
Prudential PLC London, England, X0

21.1M
Shares

$1.65 Billion
8.54% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.32 Billion
0.1% of portfolio
Japan Science & Technology Agency Tokyo, M0

14.6M
Shares

$1.15 Billion
15.35% of portfolio
Envestnet Asset Management Inc

7.27M
Shares

$570 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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