Burleson & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Burleson & Co’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 Q4	$2.31M	Hold	30,753	–	–	0.58%	54
2022 Q3	$2.28M	Buy	30,753 +328	+1%	+$25K	0.49%	51
2022 Q2	$2.32M	Buy	30,425 +24,917	+452%	+$1.91M	0.5%	50
2022 Q1	$430K	Sell	5,508 -732	-12%	-$58.2K	0.07%	109
2021 Q4	$507K	Buy	6,240 +445	+8%	+$36.4K	0.07%	105
2021 Q3	$478K	Sell	5,795 -15,168	-72%	-$1.25M	0.07%	98
2021 Q2	$1.73M	Buy	20,963 +2,257	+12%	+$187K	0.25%	60
2021 Q1	$1.54M	Buy	18,706 +2,808	+18%	+$233K	0.25%	59
2020 Q4	$1.32M	Sell	15,898 -93	-0.6%	-$7.71K	0.23%	68
2020 Q3	$1.32M	Buy	+15,991	New	+$1.33M	0.25%	67

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Burleson & Co's VCSH Position: Q4 2022 in Review

Burleson & Co held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q4 2022 at 30,753 shares worth $2.31M. The position accounts for 0.58% of the portfolio, ranked #54.

Burleson & Co first reported a position in VCSH in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.32M in Q2 2022. 1,279 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Burleson & Co held 30,753 shares of Vanguard Short-Term Corporate Bond ETF worth $2.31M as of Q4 2022.
Burleson & Co left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q4 2022.
Vanguard Short-Term Corporate Bond ETF made up 0.58% of Burleson & Co's portfolio in Q4 2022, its #54 holding.
Burleson & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and has held it in 10 quarters since.
Burleson & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $2.32M in Q2 2022.
1,279 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.