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

BDO 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
2023 Q2	$24.1M	Sell	318,606 -5,933	-2%	-$451K	2.76%	9
2023 Q1	$24.7M	Sell	324,539 -16,593	-5%	-$1.26M	3.03%	8
2022 Q4	$25.6M	Sell	341,132 -42,713	-11%	-$3.19M	3.19%	8
2022 Q3	$28.5M	Sell	383,845 -37,810	-9%	-$2.88M	3.79%	5
2022 Q2	$32.2M	Sell	421,655 -27,851	-6%	-$2.14M	3.96%	4
2022 Q1	$35.1M	Buy	449,506 +52,997	+13%	+$4.21M	3.75%	6
2021 Q4	$32.2M	Buy	396,509 +1,649	+0.4%	+$135K	3.41%	6
2021 Q3	$32.5M	Buy	394,860 +12,848	+3%	+$1.06M	3.58%	4
2021 Q2	$31.6M	Buy	382,012 +17,115	+5%	+$1.42M	3.5%	4
2021 Q1	$30.1M	Buy	364,897 +16,922	+5%	+$1.4M	3.55%	5
2020 Q4	$29M	Buy	347,975 +5,990	+2%	+$497K	4.07%	6
2020 Q3	$28.3M	Buy	341,985 +19,060	+6%	+$1.58M	4.61%	3
2020 Q2	$26.7M	Buy	322,925 +18,019	+6%	+$1.47M	4.69%	4
2020 Q1	$24.1M	Sell	304,906 -2,576	-0.8%	-$207K	4.87%	2
2019 Q4	$24.9M	Sell	307,482 -27,852	-8%	-$2.26M	6.43%	1
2019 Q3	$27.2M	Buy	335,334 +34,532	+11%	+$2.79M	6.96%	1
2019 Q2	$24.3M	Buy	300,802 +45,013	+18%	+$3.59M	6.61%	1
2019 Q1	$20.4M	Buy	255,789 +18,973	+8%	+$1.5M	5.93%	1
2018 Q4	$18.5M	Sell	236,816 -34,772	-13%	-$2.7M	6.35%	1
2018 Q3	$21.2M	Buy	271,588 +5,893	+2%	+$461K	6.86%	1
2018 Q2	$20.8M	Sell	265,695 -12,219	-4%	-$954K	7.07%	1
2018 Q1	$21.8M	Buy	277,914 +38,920	+16%	+$3.06M	8.18%	1
2017 Q4	$19M	Buy	238,994 +45,108	+23%	+$3.6M	8.51%	2
2017 Q3	$15.5M	Buy	193,886 +10,873	+6%	+$871K	7.7%	3
2017 Q2	$14.6M	Buy	+183,013	New	+$14.6M	6.39%	3

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BDO Wealth Advisors's VCSH Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.8% in Q2 2023, selling an estimated $451K and leaving 318,606 shares worth $24.1M. The position accounts for 2.76% of the portfolio, ranked #9.

BDO Wealth Advisors first reported a position in VCSH in Q2 2017 and has held it in 25 quarters since. The position peaked at $35.1M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

BDO Wealth Advisors held 318,606 shares of Vanguard Short-Term Corporate Bond ETF worth $24.1M as of Q2 2023.
BDO Wealth Advisors sold 5,933 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $451K.
Vanguard Short-Term Corporate Bond ETF made up 2.76% of BDO Wealth Advisors's portfolio in Q2 2023, its #9 holding.
BDO Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $35.1M in Q1 2022.
1,226 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.