Syverson Strege & CO Vanguard Sht Term Corp Bd ETF Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$74.49 - $77.37 $11,918 - $12,379	160 Added 1.17%	13,778 $1.07 Million
Q3 2023 Nov 09, 2023	BUY	$74.99 - $75.99 $122,683 - $124,319	1,636 Added 13.65%	13,618 $1.02 Million
Q2 2023 Aug 04, 2023	BUY	$75.46 - $76.54 $147,826 - $149,941	1,959 Added 19.55%	11,982 $906,000
Q1 2023 May 03, 2023	SELL	$74.76 - $76.57 $194,376 - $199,081	-2,600 Reduced 20.6%	10,023 $764,000
Q4 2022 Feb 06, 2023	BUY	$73.35 - $75.8 $156,455 - $161,681	2,133 Added 20.33%	12,623 $949,000
Q3 2022 Nov 09, 2022	BUY	$74.01 - $77.39 $128,111 - $133,962	1,731 Added 19.76%	10,490 $779,000
Q2 2022 Aug 11, 2022	SELL	$75.21 - $77.95 $30,685 - $31,803	-408 Reduced 4.45%	8,759 $668,000
Q1 2022 Apr 13, 2022	BUY	$77.77 - $81.19 $50,083 - $52,286	644 Added 7.56%	9,167 $716,000
Q4 2021 Jan 19, 2022	SELL	$81.21 - $82.44 $76,093 - $77,246	-937 Reduced 9.9%	8,523 $693,000
Q3 2021 Nov 02, 2021	BUY	$82.36 - $82.87 $45,050 - $45,329	547 Added 6.14%	9,460 $780,000
Q2 2021 Aug 04, 2021	BUY	$82.34 - $82.89 $99,796 - $100,462	1,212 Added 15.74%	8,913 $737,000
Q1 2021 May 07, 2021	BUY	$82.19 - $83.24 $29,506 - $29,883	359 Added 4.89%	7,701 $635,000
Q4 2020 Feb 03, 2021	BUY	$82.66 - $83.25 $606,889 - $611,221	7,342 New	7,342 $611,000

Others Institutions Holding VCSH

# of Institutions

1,362

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.03 Billion
0.35% of portfolio
Prudential PLC London, England, X0

21.1M
Shares

$1.64 Billion
8.54% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.31 Billion
0.1% of portfolio
Japan Science & Technology Agency Tokyo, M0

14.6M
Shares

$1.14 Billion
15.35% of portfolio
Envestnet Asset Management Inc

7.27M
Shares

$567 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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