Advocacy Wealth Management Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-732	Closed	-$55K	–	132
2022 Q3	$55K	Sell	732 -181	-20%	-$13.8K	0.01%	44
2022 Q2	$70K	Hold	913	–	–	0.01%	43
2022 Q1	$71K	Hold	913	–	–	0.01%	43
2021 Q4	$74K	Hold	913	–	–	0.01%	48
2021 Q3	$75K	Hold	913	–	–	0.01%	49
2021 Q2	$76K	Hold	913	–	–	0.01%	57
2021 Q1	$75K	Hold	913	–	–	0.02%	56
2020 Q4	$76K	Hold	913	–	–	0.01%	53
2020 Q3	$76K	Hold	913	–	–	0.01%	56
2020 Q2	$75K	Hold	913	–	–	0.02%	51
2020 Q1	$72K	Sell	913 -118	-11%	-$9.49K	0.02%	38
2019 Q4	$84K	Sell	1,031 -46	-4%	-$3.73K	0.02%	43
2019 Q3	$87K	Hold	1,077	–	–	0.06%	38
2019 Q2	$87K	Hold	1,077	–	–	0.06%	33
2019 Q1	$85K	Hold	1,077	–	–	0.09%	30
2018 Q4	$84K	Hold	1,077	–	–	0.06%	25
2018 Q3	$84K	Hold	1,077	–	–	0.05%	28
2018 Q2	$84K	Hold	1,077	–	–	0.06%	25
2018 Q1	$84K	Hold	1,077	–	–	0.06%	26
2017 Q4	$85K	Sell	1,077 -1,631	-60%	-$130K	0.06%	31
2017 Q3	$216K	Buy	2,708 +1,354	+100%	+$109K	0.09%	21
2017 Q2	$108K	Hold	1,354	–	–	0.04%	40
2017 Q1	$108K	Buy	+1,354	New	+$108K	0.04%	43
2016 Q4	–	Sell	-5,341	Closed	-$430K	–	382
2016 Q3	$430K	Buy	5,341 +341	+7%	+$27.5K	0.17%	38
2016 Q2	$404K	Hold	5,000	–	–	0.2%	43
2016 Q1	$400K	Buy	+5,000	New	+$396K	0.28%	60
2013 Q3	$421K	Sell	5,290 -125	-2%	-$9.92K	1.15%	22
2013 Q2	$428K	Buy	+5,415	New	+$434K	1.71%	10

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Advocacy Wealth Management Services's VCSH Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 732 shares — an estimated $55K sold.

Advocacy Wealth Management Services first reported a position in VCSH in Q2 2013 and held it in 28 quarters. The position peaked at $430K in Q3 2016. 1,281 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 732 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $55K.
Advocacy Wealth Management Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 28 quarters.
Advocacy Wealth Management Services's Vanguard Short-Term Corporate Bond ETF position peaked at $430K in Q3 2016.
1,281 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.