Ownership history in WealthPLAN Partners, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Vanguard Scottsdale Fund Short Term Crp (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,955 | +72 | +2.5% | 0.04% | $236K | $78.20 |
| 2025 Q2 | REDUCED | 2,883 | -19 | -0.7% | 0.04% | $229K | $76.93 |
| 2025 Q1 | REDUCED | 2,902 | -1 | -0.0% | 0.03% | $229K | $75.55 |
| 2024 Q4 | ADDED | 2,903 | +1,440 | +98.4% | 0.03% | $226K | $74.15 |
| 2023 Q2 | REDUCED | 1,463 | -402 | -21.6% | 0.02% | $111K | $67.77 |
| 2023 Q1 | REDUCED | 1,865 | -5,925 | -76.1% | 0.02% | $142K | $67.77 |
| 2022 Q4 | ADDED | 7,790 | +4,613 | +145.2% | 0.04% | $589K | $66.55 |
| 2022 Q1 | REDUCED | 3,177 | -61 | -1.9% | 0.02% | $244K | $67.92 |
| 2021 Q4 | REDUCED | 3,238 | -543 | -14.4% | 0.02% | $260K | $70.51 |
| 2021 Q3 | UNCHANGED | 3,781 | — | 0% | 0.02% | $308K | $70.99 |
As of 2025 Q4 — sorted by position size