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

Beacon Harbor 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
2024
Q4 		– Sell
-57,779
Closed -$4.59M – 91
2024
Q3 		$4.59M Buy
57,779
+2,983
+5% +$234K 1.09% 45
2024
Q2 		$4.23M Buy
54,796
+2,184
+4% +$168K 1.1% 45
2024
Q1 		$4.07M Buy
+52,612
New +$4.06M 1.08% 44
2023
Q4 		– Sell
-72,423
Closed -$5.44M – 91
2023
Q3 		$5.44M Buy
72,423
+2,226
+3% +$168K 1.81% 18
2023
Q2 		$5.31M Buy
70,197
+18,477
+36% +$1.4M 1.74% 21
2023
Q1 		$3.94M Buy
51,720
+127
+0.2% +$9.62K 1.38% 41
2022
Q4 		$3.88M Buy
+51,593
New +$3.86M 1.32% 44
2022
Q2 		$3.81M Buy
49,968
+908
+2% +$69.8K 1.34% 41
2022
Q1 		$3.83M Sell
49,060
-971
-2% -$77.2K 1.25% 41
2021
Q4 		$4.07M Sell
50,031
-358
-0.7% -$29.3K 1.35% 35
2021
Q3 		$4.15M Sell
50,389
-460
-0.9% -$38K 1.47% 39
2021
Q2 		$4.21M Buy
50,849
+5,483
+12% +$453K 1.51% 32
2021
Q1 		$3.74M Buy
45,366
+2,254
+5% +$187K 1.49% 36
2020
Q4 		$3.59M Buy
43,112
+959
+2% +$79.6K 1.46% 33
2020
Q3 		$3.49M Buy
42,153
+938
+2% +$77.7K 1.7% 18
2020
Q2 		$3.41M Buy
41,215
+5,719
+16% +$465K 1.96% 15
2020
Q1 		$2.81M Buy
35,496
+1,202
+4% +$96.7K 2.12% 23
2019
Q4 		$2.78M Sell
34,294
-240
-0.7% -$19.4K 1.64% 17
2019
Q3 		$2.79M Buy
34,534
+127
+0.4% +$10.3K 1.79% 10
2019
Q2 		$2.78M Buy
+34,407
New +$2.75M 2.54% 5

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VCSH Position: Q4 2024 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 57,779 shares — an estimated $4.59M sold.

Beacon Harbor Wealth Advisors first reported a position in VCSH in Q2 2019 and held it in 20 quarters. The position peaked at $5.44M in Q3 2023. 1,327 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 57,779 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $4.59M.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and held it in 20 quarters.
  • Beacon Harbor Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $5.44M in Q3 2023.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.