Investments & Financial Planning, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Investments & Financial Planning, LLC

$162 Million
Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 92,314 shares of VCSH stock, worth $7.23 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

92,314

Previous 90,324 2.2%

Holding current value

$7.23 Million

Previous $7.17 Million 0.39%

% of portfolio

4.44%

Previous 4.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$77.86 - $79.27 $154,941 - $157,747	1,990 Added 2.2%	92,314 $7.2 Million
Q3 2024 Oct 15, 2024	BUY	$76.94 - $79.54 $880,039 - $909,778	11,438 Added 14.5%	90,324 $7.17 Million
Q2 2024 Jul 18, 2024	SELL	$76.35 - $77.35 $202,480 - $205,132	-2,652 Reduced 3.25%	78,886 $6.1 Million
Q1 2024 May 03, 2024	BUY	$76.87 - $77.64 $93,858 - $94,798	1,221 Added 1.52%	81,538 $6.3 Million
Q4 2023 Jan 18, 2024	BUY	$74.49 - $77.37 $2.27 Million - $2.36 Million	30,492 Added 61.2%	80,317 $6.21 Million
Q3 2023 Oct 18, 2023	SELL	$74.99 - $75.99 $66,441 - $67,327	-886 Reduced 1.75%	49,825 $3.74 Million
Q2 2023 Jul 18, 2023	SELL	$75.46 - $76.54 $216,872 - $219,975	-2,874 Reduced 5.36%	50,711 $3.84 Million
Q1 2023 May 02, 2023	SELL	$74.76 - $76.57 $203,197 - $208,117	-2,718 Reduced 4.83%	53,585 $4.08 Million
Q4 2022 Feb 28, 2023	SELL	$73.35 - $75.8 $669,318 - $691,675	-9,125 Reduced 13.95%	56,303 $4.23 Million
Q2 2022 Aug 11, 2022	SELL	$75.21 - $77.95 $173,885 - $180,220	-2,312 Reduced 3.41%	65,428 $4.99 Million
Q1 2022 May 09, 2022	SELL	$77.77 - $81.19 $133,142 - $138,997	-1,712 Reduced 2.47%	67,740 $5.29 Million
Q4 2021 Feb 11, 2022	BUY	$81.21 - $82.44 $5.64 Million - $5.73 Million	69,452 New	69,452 $5.51 Million

Others Institutions Holding VCSH

# of Institutions

1,429

Shares Held

318M

Call Options Held

Put Options Held

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About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Investments & Financial Planning, LLC Vanguard Sht Term Corp Bd ETF Transaction History