Atlas Private Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Atlas Private Wealth 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
2022 Q4	–	Sell	-3,280	Closed	-$244K	–	136
2022 Q3	$244K	Sell	3,280 -2,237	-41%	-$170K	0.15%	113
2022 Q2	$421K	Sell	5,517 -88,162	-94%	-$6.77M	0.25%	87
2022 Q1	$7.32M	Buy	93,679 +52,435	+127%	+$4.17M	3.25%	9
2021 Q4	$3.35M	Buy	41,244 +33,974	+467%	+$2.78M	1.55%	19
2021 Q3	$599K	Buy	7,270 +7,005	+2,643%	+$579K	0.31%	78
2021 Q2	$22K	Sell	265 -65	-20%	-$5.37K	0.01%	349
2021 Q1	$27K	Sell	330 -8	-2%	-$663	0.02%	319
2020 Q4	$28K	Sell	338 -16	-5%	-$1.33K	0.02%	292
2020 Q3	$29K	Sell	354 -11	-3%	-$912	0.02%	264
2020 Q2	$30K	Buy	+365	New	+$29.7K	0.03%	266

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Atlas Private Wealth Advisors's VCSH Position: Q4 2022 in Review

Atlas Private Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 3,280 shares — an estimated $244K sold.

Atlas Private Wealth Advisors first reported a position in VCSH in Q2 2020 and held it in 10 quarters. The position peaked at $7.32M in Q1 2022. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Atlas Private Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,280 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $244K.
Atlas Private Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $7.32M in Q1 2022.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.