Stone Point Wealth LLC Vanguard Sht Term Corp Bd ETF Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 94,476 shares of VCSH stock, worth $7.47 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

94,476

Previous 119,290 20.8%

Holding current value

$7.47 Million

Previous $9.31 Million 19.86%

% of portfolio

2.56%

Previous 3.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$77.7 - $78.94 $1.93 Million - $1.96 Million	-24,814 Reduced 20.8%	94,476 $7.46 Million
Q4 2024 Jan 28, 2025	BUY	$77.86 - $79.27 $423,558 - $431,228	5,440 Added 4.78%	119,290 $9.31 Million
Q3 2024 Oct 31, 2024	BUY	$76.94 - $79.54 $928,434 - $959,809	12,067 Added 11.86%	113,850 $9.04 Million
Q2 2024 Jul 30, 2024	BUY	$76.35 - $77.35 $582,703 - $590,335	7,632 Added 8.11%	101,783 $7.87 Million
Q1 2024 May 01, 2024	BUY	$76.87 - $77.64 $1.98 Million - $2 Million	25,742 Added 37.63%	94,151 $7.28 Million
Q4 2023 Jan 26, 2024	BUY	$74.49 - $77.37 $1.27 Million - $1.32 Million	17,085 Added 33.29%	68,409 $5.29 Million
Q3 2023 Oct 25, 2023	BUY	$74.99 - $75.99 $415,519 - $421,060	5,541 Added 12.1%	51,324 $3.86 Million
Q2 2023 Jul 25, 2023	BUY	$75.46 - $76.54 $986,413 - $1 Million	13,072 Added 39.96%	45,783 $3.46 Million
Q1 2023 Apr 20, 2023	SELL	$74.76 - $76.57 $157,145 - $160,950	-2,102 Reduced 6.04%	32,711 $2.49 Million
Q4 2022 Jan 20, 2023	BUY	$73.35 - $75.8 $436,359 - $450,934	5,949 Added 20.61%	34,813 $0
Q3 2022 Nov 03, 2022	BUY	$74.01 - $77.39 $189,465 - $198,118	2,560 Added 9.73%	28,864 $2.15 Million
Q2 2022 Jul 19, 2022	BUY	$75.21 - $77.95 $431,705 - $447,433	5,740 Added 27.91%	26,304 $2.01 Million
Q1 2022 Apr 29, 2022	BUY	$77.77 - $81.19 $241,864 - $252,500	3,110 Added 17.82%	20,564 $1.6 Million
Q4 2021 Feb 10, 2022	BUY	$81.21 - $82.44 $1.42 Million - $1.44 Million	17,454 New	17,454 $1.42 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

More about VCSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Vanguard Sht Term Corp Bd ETF Transaction History