Beaumont Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Beaumont Asset 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 Q2	–	Sell	-99,108	Closed	-$7.55M	–	77
2023 Q1	$7.55M	Sell	99,108 -28,153	-22%	-$2.13M	5.54%	4
2022 Q4	$9.57M	Buy	127,261 +1,438	+1%	+$107K	7.01%	3
2022 Q3	$9.35M	Sell	125,823 -20,650	-14%	-$1.57M	7.41%	3
2022 Q2	$11.2M	Sell	146,473 -1,308	-0.9%	-$101K	8.45%	3
2022 Q1	$11.5M	Sell	147,781 -4,006	-3%	-$319K	7.8%	3
2021 Q4	$12.3M	Buy	151,787 +6,300	+4%	+$515K	8.22%	3
2021 Q3	$12M	Buy	145,487 +6,785	+5%	+$561K	8.92%	3
2021 Q2	$11.5M	Buy	138,702 +26,164	+23%	+$2.16M	8.83%	3
2021 Q1	$9.28M	Buy	112,538 +10,870	+11%	+$900K	7.79%	3
2020 Q4	$8.46M	Buy	101,668 +9,049	+10%	+$751K	7.62%	3
2020 Q3	$7.67M	Buy	92,619 +8,082	+10%	+$670K	7.69%	3
2020 Q2	$6.99M	Buy	84,537 +998	+1%	+$81.2K	7.31%	3
2020 Q1	$6.61M	Buy	83,539 +4,524	+6%	+$364K	7.92%	3
2019 Q4	$6.4M	Buy	+79,015	New	+$6.4M	6.11%	3

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beaumont Asset Management's VCSH Position: Q2 2023 in Review

Beaumont Asset Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 99,108 shares — an estimated $7.55M sold.

Beaumont Asset Management first reported a position in VCSH in Q4 2019 and held it in 14 quarters. The position peaked at $12.3M in Q4 2021. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Beaumont Asset Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Beaumont Asset Management sold 99,108 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $7.55M.
Beaumont Asset Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Beaumont Asset Management's Vanguard Short-Term Corporate Bond ETF position peaked at $12.3M in Q4 2021.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Beaumont Asset Management's 13F filing for Q2 2023, filed 2 Aug 2023.