Tci Wealth Advisors, Inc. Vanguard Sht Term Corp Bd ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$74.76 - $76.57 $137,259 - $140,582	-1,836 Reduced 63.57%	1,052 $80,000
Q4 2022 Feb 06, 2023	SELL	$73.35 - $75.8 $24,792 - $25,620	-338 Reduced 10.48%	2,888 $217,000
Q3 2022 Nov 08, 2022	SELL	$74.01 - $77.39 $390,550 - $408,387	-5,277 Reduced 62.06%	3,226 $240,000
Q1 2022 Apr 29, 2022	BUY	$77.77 - $81.19 $593,929 - $620,048	7,637 Added 881.87%	8,503 $664,000
Q4 2021 Jan 24, 2022	SELL	$81.21 - $82.44 $12,506 - $12,695	-154 Reduced 15.1%	866 $70,000
Q3 2021 Oct 29, 2021	BUY	$82.36 - $82.87 $10,047 - $10,110	122 Added 13.59%	1,020 $84,000
Q1 2021 Apr 29, 2021	BUY	$82.19 - $83.24 $47,834 - $48,445	582 Added 184.18%	898 $74,000
Q2 2020 Jul 20, 2020	SELL	$78.35 - $82.66 $2,820 - $2,975	-36 Reduced 10.23%	316 $26,000
Q3 2019 Oct 17, 2019	BUY	$80.53 - $81.05 $2,899 - $2,917	36 Added 11.39%	352 $29,000
Q2 2019 Jul 23, 2019	BUY	N/A	232 Added 276.19%	316 $25,000
Q1 2019 Apr 11, 2019	BUY	N/A	13 Added 18.31%	84 $7,000
Q4 2018 Jan 17, 2019	SELL	N/A	-619 Reduced 89.71%	71 $6,000
Q1 2018 Apr 30, 2018	SELL	N/A	-11,778 Reduced 94.47%	690 $54,000
Q4 2017 Feb 01, 2018	BUY	N/A	12,468	12,468 $989,000

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
Sector ETFs
Industry ETFs

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