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

Beam 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
2021 Q4	–	Sell	-2,865	Closed	-$236K	–	142
2021 Q3	$236K	Buy	+2,865	New	+$237K	0.2%	121
2021 Q2	–	Sell	-2,432	Closed	-$201K	–	147
2021 Q1	$201K	Buy	+2,432	New	+$201K	0.18%	131

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beam Wealth Advisors's VCSH Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 2,865 shares — an estimated $236K sold.

Beam Wealth Advisors first reported a position in VCSH in Q1 2021 and held it in 2 quarters. The position peaked at $236K in Q3 2021. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

Beam Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 2,865 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $236K.
Beam Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
Beam Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $236K in Q3 2021.
1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.