Forza Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 71,978 shares of VCSH stock, worth $5.64 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

71,978

Previous 39,598 81.77%

Holding current value

$5.64 Million

Previous $3.14 Billion 78.54%

% of portfolio

2.56%

Previous 1.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$77.86 - $79.27 $2.52 Million - $2.57 Million	32,380 Added 81.77%	71,978 $5.62 Billion
Q3 2024 Oct 28, 2024	SELL	$76.94 - $79.54 $84,634 - $87,494	-1,100 Reduced 2.7%	39,598 $3.14 Billion
Q2 2024 Jul 17, 2024	BUY	$76.35 - $77.35 $3,435 - $3,480	45 Added 0.11%	40,698 $3.14 Billion
Q1 2024 Apr 22, 2024	SELL	$76.87 - $77.64 $31,132 - $31,444	-405 Reduced 0.99%	40,653 $3.14 Billion
Q4 2023 Jan 24, 2024	BUY	$74.49 - $77.37 $52,143 - $54,159	700 Added 1.73%	41,058 $3.18 Billion
Q3 2023 Oct 24, 2023	BUY	$74.99 - $75.99 $22,497 - $22,797	300 Added 0.75%	40,358 $3.03 Billion
Q2 2023 Jul 25, 2023	SELL	$75.46 - $76.54 $236,944 - $240,335	-3,140 Reduced 7.27%	40,058 $3.03 Billion
Q1 2023 May 03, 2023	BUY	$74.76 - $76.57 $11,214 - $11,485	150 Added 0.35%	43,198 $3.29 Billion
Q4 2022 Feb 06, 2023	BUY	$73.35 - $75.8 $3.16 Million - $3.26 Million	43,048 New	43,048 $3.24 Billion

Others Institutions Holding VCSH

# of Institutions

1,441

Shares Held

315M

Call Options Held

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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Forza Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History