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

Apriem 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
2023
Q1 		– Sell
-6,184
Closed -$465K – 155
2022
Q4 		$465K Sell
6,184
-5,129
-45% -$383K 0.08% 95
2022
Q3 		$840K Sell
11,313
-5,517
-33% -$420K 0.15% 69
2022
Q2 		$1.28M Sell
16,830
-25,965
-61% -$2M 0.22% 50
2022
Q1 		$3.34M Sell
42,795
-17,106
-29% -$1.36M 0.49% 38
2021
Q4 		$4.87M Sell
59,901
-114
-0.2% -$9.31K 0.69% 31
2021
Q3 		$4.95M Buy
60,015
+7,951
+15% +$657K 0.71% 28
2021
Q2 		$4.31M Buy
52,064
+1,021
+2% +$84.4K 0.64% 29
2021
Q1 		$4.21M Buy
51,043
+3,448
+7% +$286K 0.65% 29
2020
Q4 		$3.96M Buy
47,595
+5,790
+14% +$480K 0.71% 27
2020
Q3 		$3.46M Buy
41,805
+24,415
+140% +$2.02M 0.64% 29
2020
Q2 		$1.44M Buy
17,390
+14,515
+505% +$1.18M 0.3% 41
2020
Q1 		$227K Buy
+2,875
New +$231K 0.06% 98
2015
Q1 		– Sell
-200
Closed -$16K – 591
2014
Q4 		$16K Sell
200
-485
-71% -$38.8K 0.01% 329
2014
Q3 		$55K Buy
+685
New +$54.9K 0.02% 189

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's VCSH Position: Q1 2023 in Review

Apriem Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 6,184 shares — an estimated $465K sold.

Apriem Advisors first reported a position in VCSH in Q3 2014 and held it in 14 quarters. The position peaked at $4.95M in Q3 2021. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

  • Apriem Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Apriem Advisors sold 6,184 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $465K.
  • Apriem Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2014 and held it in 14 quarters.
  • Apriem Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $4.95M in Q3 2021.
  • 1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Apriem Advisors's 13F filing for Q1 2023, filed 12 May 2023.