Roberts Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Roberts Wealth Advisors, LLC

$303 Million
Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 10,333 shares of VCSH stock, worth $810,830. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,333

Previous 20,637 49.93%

Holding current value

$810,830

Previous $1.64 Million 50.79%

% of portfolio

0.27%

Previous 0.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$77.86 - $79.27 $802,269 - $816,798	-10,304 Reduced 49.93%	10,333 $806,000
Q3 2024 Oct 15, 2024	SELL	$76.94 - $79.54 $132,413 - $136,888	-1,721 Reduced 7.7%	20,637 $1.64 Million
Q2 2024 Aug 13, 2024	SELL	$76.35 - $77.35 $2.29 Million - $2.32 Million	-30,051 Reduced 57.34%	22,358 $1.73 Million
Q1 2024 Apr 17, 2024	SELL	$76.87 - $77.64 $293,028 - $295,963	-3,812 Reduced 6.78%	52,409 $4.05 Million
Q4 2023 Jan 17, 2024	SELL	$74.49 - $77.37 $37,245 - $38,685	-500 Reduced 0.88%	56,221 $13.1 Million
Q3 2023 Oct 17, 2023	SELL	$74.99 - $75.99 $2.68 Million - $2.71 Million	-35,694 Reduced 38.62%	56,721 $4.26 Million
Q2 2023 Jul 12, 2023	BUY	$75.46 - $76.54 $107,304 - $108,839	1,422 Added 1.56%	92,415 $6.99 Million
Q1 2023 Apr 11, 2023	SELL	$74.76 - $76.57 $43,884 - $44,946	-587 Reduced 0.64%	90,993 $6.94 Million
Q4 2022 Jan 10, 2023	SELL	$73.35 - $75.8 $1.98 Million - $2.05 Million	-27,044 Reduced 22.8%	91,580 $0
Q3 2022 Oct 13, 2022	BUY	$74.01 - $77.39 $252,892 - $264,441	3,417 Added 2.97%	118,624 $8.83 Million
Q2 2022 Jul 11, 2022	BUY	$75.21 - $77.95 $53,699 - $55,656	714 Added 0.62%	115,207 $8.79 Million
Q1 2022 Apr 12, 2022	SELL	$77.77 - $81.19 $14,309 - $14,938	-184 Reduced 0.16%	114,493 $8.91 Million
Q4 2021 Jan 12, 2022	BUY	$81.21 - $82.44 $68,947 - $69,991	849 Added 0.75%	114,677 $9.31 Million
Q3 2021 Oct 12, 2021	BUY	$82.36 - $82.87 $9.37 Million - $9.43 Million	113,828 New	113,828 $9.38 Million

Others Institutions Holding VCSH

# of Institutions

1,389

Shares Held

310M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Roberts Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History