Blue Bell Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-2,293	Closed	-$177K	–	751
2023 Q4	$177K	Buy	2,293 +2,185	+2,023%	+$166K	0.04%	177
2023 Q3	$8.12K	Hold	108	–	–	﹤0.01%	448
2023 Q2	$8.17K	Buy	+108	New	+$8.21K	﹤0.01%	440
2022 Q2	–	Sell	-111	Closed	-$9K	–	891
2022 Q1	$9K	Hold	111	–	–	﹤0.01%	447
2021 Q4	$9K	Buy	+111	New	+$9.07K	﹤0.01%	432
2018 Q4	–	Sell	-60	Closed	-$5K	–	222
2018 Q3	$5K	Hold	60	–	–	﹤0.01%	193
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	188
2018 Q1	$4K	Sell	60 -75	-56%	-$5.9K	﹤0.01%	200
2017 Q4	$10K	Hold	135	–	–	﹤0.01%	180
2017 Q3	$11K	Sell	135 -424	-76%	-$34K	0.01%	176
2017 Q2	$45K	Sell	559 -50	-8%	-$4K	0.02%	136
2017 Q1	$49K	Sell	609 -80	-12%	-$6.36K	0.03%	131
2016 Q4	$55K	Buy	689 +174	+34%	+$13.9K	0.03%	125
2016 Q3	$42K	Buy	+515	New	+$41.5K	0.02%	226

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Blue Bell Private Wealth Management's VCSH Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 2,293 shares — an estimated $177K sold.

Blue Bell Private Wealth Management first reported a position in VCSH in Q3 2016 and held it in 14 quarters. The position peaked at $177K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,293 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $177K.
Blue Bell Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2016 and held it in 14 quarters.
Blue Bell Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $177K in Q4 2023.
1,252 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.