Caliber Wealth Management (Utah)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Caliber Wealth Management (Utah)’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	–	Sell	-3,165	Closed	-$235K	–	98
2022 Q3	$235K	Buy	3,165 +328	+12%	+$25K	0.19%	61
2022 Q2	$216K	Sell	2,837 -515	-15%	-$39.6K	0.17%	63
2022 Q1	$262K	Sell	3,352 -2,319	-41%	-$184K	0.17%	60
2021 Q4	$458K	Sell	5,671 -25,744	-82%	-$2.1M	0.32%	58
2021 Q3	$2.58M	Sell	31,415 -955	-3%	-$78.9K	1.81%	10
2021 Q2	$2.68M	Buy	32,370 +12,533	+63%	+$1.04M	1.9%	8
2021 Q1	$1.64M	Sell	19,837 -413	-2%	-$34.2K	1.19%	30
2020 Q4	$1.69M	Buy	+20,250	New	+$1.68M	1.65%	21

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 $4.81B AUM 4.62% 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 $374B AUM 17.66% 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

Caliber Wealth Management (Utah)'s VCSH Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 3,165 shares — an estimated $235K sold.

Caliber Wealth Management (Utah) first reported a position in VCSH in Q4 2020 and held it in 8 quarters. The position peaked at $2.68M in Q2 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Caliber Wealth Management (Utah) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 3,165 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $235K.
Caliber Wealth Management (Utah) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Caliber Wealth Management (Utah)'s Vanguard Short-Term Corporate Bond ETF position peaked at $2.68M in Q2 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.