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

BT 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
2022 Q2	$730K	Buy	+9,575	New	+$736K	0.2%	30
2020 Q4	–	Sell	-2,500	Closed	-$207K	–	66
2020 Q3	$207K	Hold	2,500	–	–	0.09%	55
2020 Q2	$207K	Buy	+2,500	New	+$203K	0.1%	52
2020 Q1	–	Sell	-3,214	Closed	-$260K	–	71
2019 Q4	$260K	Hold	3,214	–	–	0.13%	53
2019 Q3	$260K	Hold	3,214	–	–	0.15%	45
2019 Q2	$260K	Buy	3,214 +300	+10%	+$23.9K	0.15%	43
2019 Q1	$232K	Hold	2,914	–	–	0.14%	51
2018 Q4	$230K	Buy	+2,914	New	+$227K	0.1%	90

Other funds holding VCSH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BT Wealth Management's VCSH Position: Q2 2022 in Review

BT Wealth Management opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022: 9,575 shares worth $730K. The stake represents 0.2% of the portfolio and ranks #30 among its holdings. This is a return to the name: BT Wealth Management previously reported a position in VCSH as recently as Q3 2020.

BT Wealth Management first reported a position in VCSH in Q4 2018 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

BT Wealth Management held 9,575 shares of Vanguard Short-Term Corporate Bond ETF worth $730K as of Q2 2022.
Vanguard Short-Term Corporate Bond ETF was a new BT Wealth Management position in Q2 2022.
Vanguard Short-Term Corporate Bond ETF made up 0.2% of BT Wealth Management's portfolio in Q2 2022, its #30 holding.
BT Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.