AJ Wealth Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

AJ Wealth Strategies’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	-13,153	Closed	-$1.03M	–	344
2022 Q1	$1.03M	Hold	13,153	–	–	0.05%	135
2021 Q4	$1.07M	Hold	13,153	–	–	0.05%	132
2021 Q3	$1.08M	Hold	13,153	–	–	0.06%	120
2021 Q2	$1.09M	Hold	13,153	–	–	0.06%	118
2021 Q1	$1.08M	Sell	13,153 -22	-0.2%	-$1.82K	0.08%	109
2020 Q4	$1.1M	Buy	13,175 +10	+0.1%	+$830	0.1%	99
2020 Q3	$1.09M	Sell	13,165 -473	-3%	-$39.2K	0.11%	81
2020 Q2	$1.13M	Buy	13,638 +7,098	+109%	+$577K	0.13%	68
2020 Q1	$517K	Buy	+6,540	New	+$526K	0.07%	90
2019 Q3	–	Sell	-36,532	Closed	-$2.95M	–	124
2019 Q2	$2.95M	Buy	36,532 +4,571	+14%	+$365K	0.43%	29
2019 Q1	$2.55M	Buy	31,961 +2,941	+10%	+$232K	0.42%	25
2018 Q4	$2.26M	Sell	29,020 -1,972	-6%	-$153K	0.44%	28
2018 Q3	$2.42M	Hold	30,992	–	–	0.45%	25
2018 Q2	$2.42M	Sell	30,992 -2,020	-6%	-$158K	0.5%	22
2018 Q1	$2.59M	Sell	33,012 -4,051	-11%	-$319K	0.62%	21
2017 Q4	$2.94M	Buy	37,063 +8,695	+31%	+$693K	0.73%	21
2017 Q3	$2.27M	Buy	28,368 +15,900	+128%	+$1.27M	0.74%	19
2017 Q2	$998K	Hold	12,468	–	–	0.38%	41
2017 Q1	$994K	Hold	12,468	–	–	0.43%	41
2016 Q4	$990K	Buy	+12,468	New	+$995K	0.51%	38

Other funds holding VCSH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

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

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

AJ Wealth Strategies's VCSH Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022, closing a stake of 13,153 shares — an estimated $1.03M sold.

AJ Wealth Strategies first reported a position in VCSH in Q4 2016 and held it in 20 quarters. The position peaked at $2.95M in Q2 2019. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

AJ Wealth Strategies reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
AJ Wealth Strategies sold 13,153 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $1.03M.
AJ Wealth Strategies first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and held it in 20 quarters.
AJ Wealth Strategies's Vanguard Short-Term Corporate Bond ETF position peaked at $2.95M in Q2 2019.
1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.