Atria Wealth Solutions’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.55M	Sell	57,368 -32,708	-36%	-$2.58M	0.1%	231
2025 Q1	$7.11M	Sell	90,076 -22,018	-20%	-$1.73M	0.09%	246
2024 Q4	$8.74M	Buy	112,094 +6,442	+6%	+$505K	0.1%	215
2024 Q3	$8.39M	Sell	105,652 -4,935	-4%	-$387K	0.09%	230
2024 Q2	$8.55M	Buy	110,587 +6,149	+6%	+$473K	0.09%	221
2024 Q1	$8.07M	Sell	104,438 -2,223	-2%	-$172K	0.09%	235
2023 Q4	$8.25M	Sell	106,661 -5,188	-5%	-$393K	0.1%	198
2023 Q3	$8.41M	Sell	111,849 -29,316	-21%	-$2.21M	0.12%	183
2023 Q2	$10.7M	Sell	141,165 -9,811	-6%	-$746K	0.15%	145
2023 Q1	$11.5M	Sell	150,976 -9,555	-6%	-$724K	0.17%	132
2022 Q4	$12.1M	Sell	160,531 -13,672	-8%	-$1.02M	0.19%	118
2022 Q3	$12.9M	Buy	174,203 +37,604	+28%	+$2.87M	0.22%	99
2022 Q2	$10.4M	Sell	136,599 -5,034	-4%	-$387K	0.21%	114
2022 Q1	$11.1M	Buy	+141,633	New	+$11.3M	0.18%	119

Other funds holding VCSH

Bank of America

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

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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