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Birchcreek Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Birchcreek Wealth 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
2024
Q3 		– Sell
-15,159
Closed -$1.17M – 149
2024
Q2 		$1.17M Sell
15,159
-9,493
-39% -$730K 0.66% 34
2024
Q1 		$1.91M Sell
24,652
-14,339
-37% -$1.11M 1% 20
2023
Q4 		$3.02M Sell
38,991
-45,485
-54% -$3.45M 1.8% 12
2023
Q3 		$6.35M Buy
84,476
+2,049
+2% +$155K 4.3% 4
2023
Q2 		$6.24M Buy
82,427
+3,841
+5% +$292K 4.35% 4
2023
Q1 		$5.99M Buy
78,586
+727
+0.9% +$55.1K 4.74% 2
2022
Q4 		$5.85M Sell
77,859
-12,690
-14% -$948K 5.21% 1
2022
Q3 		$6.73M Buy
90,549
+90
+0.1% +$6.86K 6.23% 1
2022
Q2 		$6.9M Sell
90,459
-5,367
-6% -$412K 6.19% 2
2022
Q1 		$7.48M Sell
95,826
-38
-0% -$3.02K 6.63% 1
2021
Q4 		$7.79M Buy
95,864
+3,353
+4% +$274K 6.79% 1
2021
Q3 		$7.62M Buy
92,511
+9,828
+12% +$812K 7.11% 1
2021
Q2 		$6.84M Buy
82,683
+5,252
+7% +$434K 6.59% 1
2021
Q1 		$6.39M Buy
77,431
+5,662
+8% +$469K 6.76% 1
2020
Q4 		$5.97M Buy
+71,769
New +$5.95M 5.86% 1

Other funds holding VCSH

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 $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Birchcreek Wealth Management's VCSH Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 15,159 shares — an estimated $1.17M sold.

Birchcreek Wealth Management first reported a position in VCSH in Q4 2020 and held it in 15 quarters. The position peaked at $7.79M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 15,159 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $1.17M.
  • Birchcreek Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Birchcreek Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.79M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.