Sequoia Financial Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,176,770 shares of VCSH stock, worth $251 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

3,176,770

Previous 211,114 1404.77%

Holding current value

$251 Million

Previous $16.5 Million 1422.7%

% of portfolio

2.17%

Previous 0.14%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$77.7 - $78.94 $230 Million - $234 Million	2,965,656 Added 1404.77%	3,176,770 $251 Million
Q4 2024 Feb 07, 2025	BUY	$77.86 - $79.27 $16 Million - $16.3 Million	206,073 Added 4087.94%	211,114 $16.5 Million
Q3 2024 Oct 21, 2024	BUY	$76.94 - $79.54 $307 - $318	4 Added 0.08%	5,041 $400,000
Q2 2024 Jul 15, 2024	SELL	$76.35 - $77.35 $35,960 - $36,431	-471 Reduced 8.55%	5,037 $389,000
Q1 2024 Apr 30, 2024	BUY	$76.87 - $77.64 $45,660 - $46,118	594 Added 12.09%	5,508 $425,000
Q4 2023 Jan 25, 2024	BUY	$74.49 - $77.37 $24,730 - $25,686	332 Added 7.25%	4,914 $380,000
Q3 2023 Nov 08, 2023	SELL	$74.99 - $75.99 $138,731 - $140,581	-1,850 Reduced 28.76%	4,582 $344,000
Q2 2023 Aug 08, 2023	BUY	$75.46 - $76.54 $150,165 - $152,314	1,990 Added 44.8%	6,432 $486,000
Q1 2023 Apr 24, 2023	BUY	$74.76 - $76.57 $149 - $153	2 Added 0.05%	4,442 $338,000
Q4 2022 Jan 17, 2023	SELL	$73.35 - $75.8 $302,055 - $312,144	-4,118 Reduced 48.12%	4,440 $0
Q3 2022 Oct 26, 2022	SELL	$74.01 - $77.39 $2,738 - $2,863	-37 Reduced 0.43%	8,558 $636,000
Q2 2022 Jul 22, 2022	SELL	$75.21 - $77.95 $804,220 - $833,519	-10,693 Reduced 55.44%	8,595 $655,000
Q1 2022 May 13, 2022	SELL	$77.77 - $81.19 $899,021 - $938,556	-11,560 Reduced 37.47%	19,288 $1.51 Million
Q4 2021 Feb 11, 2022	BUY	$81.21 - $82.44 $1.46 Million - $1.48 Million	17,946 Added 139.09%	30,848 $2.51 Million
Q3 2021 Oct 26, 2021	SELL	$82.36 - $82.87 $1.64 Million - $1.65 Million	-19,944 Reduced 60.72%	12,902 $1.06 Million
Q2 2021 Jul 27, 2021	BUY	$82.34 - $82.89 $132,732 - $133,618	1,612 Added 5.16%	32,846 $2.72 Million
Q1 2021 May 14, 2021	BUY	$82.19 - $83.24 $1.3 Million - $1.32 Million	15,856 Added 103.11%	31,234 $2.58 Million
Q4 2020 Feb 12, 2021	BUY	$82.66 - $83.25 $388,915 - $391,691	4,705 Added 44.08%	15,378 $1.28 Million
Q3 2020 Oct 23, 2020	SELL	$82.55 - $83.1 $66,040 - $66,480	-800 Reduced 6.97%	10,673 $884,000
Q2 2020 Aug 25, 2020	BUY	$78.35 - $82.66 $898,909 - $948,358	11,473 New	11,473 $948,000
Q2 2020 Aug 11, 2020	SELL	$78.35 - $82.66 $251,816 - $265,669	-3,214 Closed	0 $948,000
Q1 2020 May 11, 2020	SELL	$71.75 - $82.34 $191,716 - $220,012	-2,672 Reduced 45.4%	3,214 $254,000
Q4 2019 Feb 13, 2020	BUY	$80.76 - $81.3 $103,615 - $104,307	1,283 Added 27.87%	5,886 $477,000
Q3 2019 Oct 22, 2019	BUY	$80.53 - $81.05 $102,273 - $102,933	1,270 Added 38.1%	4,603 $373,000
Q1 2019 May 13, 2019	BUY	N/A	699 Added 26.54%	3,333 $266,000
Q3 2018 Nov 14, 2018	BUY	N/A	2,634 New	2,634 $206,000
Q2 2018 Aug 14, 2018	SELL	N/A	-14,906 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	353 Added 2.43%	14,906 $1.17 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,152 Added 8.6%	14,553 $1.15 Million
Q3 2017 Nov 13, 2017	BUY	N/A	657 Added 5.16%	13,401 $1.07 Million
Q2 2017 Aug 09, 2017	BUY	N/A	12,744	12,744 $1.02 Million

Others Institutions Holding VCSH

# of Institutions

1,482

Shares Held

316M

Call Options Held

Put Options Held

359K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History