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

West Financial Advisors, LLC

$518 Million
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$76.87 - $77.64 $178,569 - $180,357	-2,323 Reduced 26.95%	6,296 $486,000
Q4 2023 Jan 11, 2024	SELL	$74.49 - $77.37 $12.4 Million - $12.9 Million	-166,755 Reduced 95.09%	8,619 $666,000
Q3 2023 Oct 10, 2023	SELL	$74.99 - $75.99 $63,666 - $64,515	-849 Reduced 0.48%	175,374 $13.2 Million
Q2 2023 Jul 07, 2023	SELL	$75.46 - $76.54 $302,519 - $306,848	-4,009 Reduced 2.22%	176,223 $13.3 Million
Q1 2023 Apr 18, 2023	SELL	$74.76 - $76.57 $86,048 - $88,132	-1,151 Reduced 0.63%	180,232 $13.7 Million
Q4 2022 Jan 10, 2023	SELL	$73.35 - $75.8 $1.6 Million - $1.66 Million	-21,853 Reduced 10.75%	181,383 $0
Q3 2022 Oct 11, 2022	SELL	$74.01 - $77.39 $3.29 Million - $3.44 Million	-44,482 Reduced 17.96%	203,236 $15.1 Million
Q2 2022 Jul 14, 2022	SELL	$75.21 - $77.95 $36,025 - $37,338	-479 Reduced 0.19%	247,718 $18.9 Million
Q1 2022 Apr 18, 2022	BUY	$77.77 - $81.19 $647,746 - $676,231	8,329 Added 3.47%	248,197 $19.4 Million
Q4 2021 Jan 19, 2022	BUY	$81.21 - $82.44 $1.83 Million - $1.85 Million	22,480 Added 10.34%	239,868 $19.5 Million
Q3 2021 Oct 13, 2021	BUY	$82.36 - $82.87 $678,811 - $683,014	8,242 Added 3.94%	217,388 $17.9 Million
Q2 2021 Jul 27, 2021	BUY	$82.34 - $82.89 $5.39 Million - $5.42 Million	65,436 Added 45.53%	209,146 $17.3 Million
Q1 2021 Apr 20, 2021	BUY	$82.19 - $83.24 $339,198 - $343,531	4,127 Added 2.96%	143,710 $11.9 Million
Q4 2020 Feb 22, 2021	BUY	$82.66 - $83.25 $5.35 Million - $5.39 Million	64,696 Added 86.39%	139,583 $11.6 Million
Q4 2020 Feb 02, 2021	BUY	$82.66 - $83.25 $6.19 Million - $6.23 Million	74,887 New	74,887 $6.19 Billion

Others Institutions Holding VCSH

# of Institutions

1,375

Shares Held

314M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.05 Billion
0.35% of portfolio
Prudential PLC London, England, X0

21.1M
Shares

$1.65 Billion
8.54% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.32 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

$569 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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