55I LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

55I LLC’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,875	Closed	-$693K	–	703
2022 Q1	$693K	Buy	8,875 +4,602	+108%	+$366K	0.02%	309
2021 Q4	$347K	Sell	4,273 -1,630	-28%	-$133K	0.01%	396
2021 Q3	$486K	Buy	5,903 +3,007	+104%	+$248K	0.01%	324
2021 Q2	$240K	Buy	+2,896	New	+$239K	0.01%	361
2020 Q1	–	Sell	-2,811	Closed	-$228K	–	189
2019 Q4	$228K	Buy	+2,811	New	+$228K	0.1%	133

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

55I LLC's VCSH Position: Q2 2022 in Review

55I LLC sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022, closing a stake of 8,875 shares — an estimated $693K sold.

55I LLC first reported a position in VCSH in Q4 2019 and held it in 5 quarters. The position peaked at $693K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

55I LLC reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
55I LLC sold 8,875 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $693K.
55I LLC first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
55I LLC's Vanguard Short-Term Corporate Bond ETF position peaked at $693K in Q1 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.