Bernardo Wealth Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-2,673	Closed	-$222K	–	148
2020 Q4	$222K	Sell	2,673 -76	-3%	-$6.3K	0.09%	155
2020 Q3	$227K	Sell	2,749 -360	-12%	-$29.8K	0.1%	141
2020 Q2	$256K	Buy	3,109 +562	+22%	+$45.7K	0.14%	118
2020 Q1	$201K	Sell	2,547 -781	-23%	-$62.8K	0.14%	126
2019 Q4	$269K	Buy	3,328 +141	+4%	+$11.4K	0.16%	130
2019 Q3	$258K	Hold	3,187	–	–	0.19%	125
2019 Q2	$257K	Hold	3,187	–	–	0.2%	115
2019 Q1	$254K	Hold	3,187	–	–	0.2%	115
2018 Q4	$248K	Buy	+3,187	New	+$248K	0.22%	112

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

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

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

Bernardo Wealth Planning's VCSH Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2021, closing a stake of 2,673 shares — an estimated $222K sold.

Bernardo Wealth Planning first reported a position in VCSH in Q4 2018 and held it in 9 quarters. The position peaked at $269K in Q4 2019. 1,089 funds tracked by Wall St. Rank hold VCSH as of Q1 2021.

Bernardo Wealth Planning reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 2,673 Vanguard Short-Term Corporate Bond ETF shares in Q1 2021, an estimated $222K.
Bernardo Wealth Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $269K in Q4 2019.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.