AdvicePeriod’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

AdvicePeriod’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
2021 Q2	$7.29M	Buy	88,138 +75,047	+573%	+$6.21M	0.47%	41
2021 Q1	$1.08M	Buy	13,091 +349	+3%	+$28.9K	0.08%	63
2020 Q4	$1.06M	Buy	12,742 +482	+4%	+$40K	0.08%	63
2020 Q3	$1.02M	Hold	12,260	–	–	0.09%	60
2020 Q2	$1.01M	Buy	+12,260	New	+$997K	0.11%	57

Other funds holding VCSH

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AdvicePeriod's VCSH Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 573% in Q2 2021, buying an estimated $6.21M and bringing the position to 88,138 shares worth $7.29M. The position accounts for 0.47% of the portfolio, ranked #41.

AdvicePeriod first reported a position in VCSH in Q2 2020 and has held it in 5 quarters since. 1,112 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

AdvicePeriod held 88,138 shares of Vanguard Short-Term Corporate Bond ETF worth $7.29M as of Q2 2021.
AdvicePeriod bought 75,047 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $6.21M.
Vanguard Short-Term Corporate Bond ETF made up 0.47% of AdvicePeriod's portfolio in Q2 2021, its #41 holding.
AdvicePeriod first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.