Baystate Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Baystate Wealth Management’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 Q4	$217K	Buy	2,798 +3	+0.1%	+$227	0.02%	196
2023 Q3	$210K	Sell	2,795 -320	-10%	-$24.2K	0.02%	190
2023 Q2	$236K	Buy	3,115 +221	+8%	+$16.8K	0.02%	175
2023 Q1	$221K	Buy	2,894 +183	+7%	+$13.9K	0.02%	178
2022 Q4	$204K	Buy	2,711 +22	+0.8%	+$1.64K	0.02%	184
2022 Q3	$200K	Buy	2,689 +13	+0.5%	+$991	0.02%	178
2022 Q2	$204K	Sell	2,676 -9,408	-78%	-$723K	0.02%	172
2022 Q1	$944K	Buy	12,084 +9,092	+304%	+$723K	0.08%	80
2021 Q4	$243K	Buy	2,992 +22	+0.7%	+$1.8K	0.02%	171
2021 Q3	$245K	Buy	2,970 +63	+2%	+$5.21K	0.02%	139
2021 Q2	$240K	Buy	+2,907	New	+$240K	0.02%	136
2020 Q2	–	Sell	-31	Closed	-$2K	–	749
2020 Q1	$2K	Buy	+31	New	+$2.49K	﹤0.01%	519
2019 Q1	–	Sell	-92	Closed	-$7K	–	710
2018 Q4	$7K	Sell	92 -1	-1%	-$78	﹤0.01%	417
2018 Q3	$7K	Hold	93	–	–	﹤0.01%	416
2018 Q2	$7K	Buy	93 +2	+2%	+$156	﹤0.01%	415
2018 Q1	$7K	Hold	91	–	–	﹤0.01%	392
2017 Q4	$7K	Hold	91	–	–	﹤0.01%	400
2017 Q3	$7K	Hold	91	–	–	﹤0.01%	382
2017 Q2	$7K	Buy	+91	New	+$7.27K	﹤0.01%	383

Other funds holding VCSH

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

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Baystate Wealth Management's VCSH Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.11% in Q4 2023, buying an estimated $227 and bringing the position to 2,798 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #196.

Baystate Wealth Management first reported a position in VCSH in Q2 2017 and has held it in 19 quarters since. The position peaked at $944K in Q1 2022. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Baystate Wealth Management held 2,798 shares of Vanguard Short-Term Corporate Bond ETF worth $217K as of Q4 2023.
Baystate Wealth Management bought 3 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $227.
Vanguard Short-Term Corporate Bond ETF made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #196 holding.
Baystate Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and has held it in 19 quarters since.
Baystate Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $944K in Q1 2022.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.