Allen Mooney & Barnes Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2024 Q3	–	Sell	-3,982	Closed	-$308K	–	159
2024 Q2	$308K	Hold	3,982	–	–	0.06%	127
2024 Q1	$305K	Hold	3,982	–	–	0.06%	134
2023 Q4	$308K	Sell	3,982 -1,742	-30%	-$132K	0.06%	128
2023 Q3	$430K	Sell	5,724 -983	-15%	-$74.2K	0.09%	98
2023 Q2	$507K	Buy	6,707 +20	+0.3%	+$1.52K	0.11%	83
2023 Q1	$510K	Sell	6,687 -3,316	-33%	-$251K	0.12%	83
2022 Q4	$752K	Sell	10,003 -2,719	-21%	-$203K	0.18%	72
2022 Q3	$945K	Buy	12,722 +43	+0.3%	+$3.28K	0.25%	62
2022 Q2	$967K	Sell	12,679 -2,555	-17%	-$196K	0.25%	67
2022 Q1	$1.19M	Buy	+15,234	New	+$1.21M	0.26%	65

Other funds holding VCSH

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's VCSH Position: Q3 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 3,982 shares — an estimated $308K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in VCSH in Q1 2022 and held it in 10 quarters. The position peaked at $1.19M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

Allen Mooney & Barnes Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 3,982 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $308K.
Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Allen Mooney & Barnes Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.19M in Q1 2022.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.