Ibex Wealth Advisors Vanguard Sht Term Corp Bd ETF Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$73.35 - $75.8 $16,136 - $16,676	-220 Reduced 0.48%	45,297 $3.41 Million
Q3 2022 Oct 31, 2022	BUY	$74.01 - $77.39 $693,769 - $725,453	9,374 Added 25.94%	45,517 $3.38 Million
Q2 2022 Aug 16, 2022	SELL	$75.21 - $77.95 $133,422 - $138,283	-1,774 Reduced 4.68%	36,143 $2.76 Million
Q1 2022 May 16, 2022	BUY	$77.77 - $81.19 $2.7 Million - $2.82 Million	34,676 Added 1069.92%	37,917 $2.96 Million
Q4 2021 Feb 22, 2022	BUY	$81.21 - $82.44 $197,096 - $200,081	2,427 Added 298.16%	3,241 $263,000
Q3 2021 Nov 12, 2021	BUY	$82.36 - $82.87 $67,041 - $67,456	814 New	814 $67,000
Q3 2019 Nov 12, 2019	SELL	$80.53 - $81.05 $70,544 - $70,999	-876 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	876 New	876 $70,000
Q4 2017 Feb 13, 2018	SELL	N/A	-2,566 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	2,566	2,566 $205,000

Others Institutions Holding VCSH

# of Institutions

1,362

Shares Held

310M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.02 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

$565 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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