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

Capital Advisors 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
-6,262
Closed -$484K – 164
2023
Q4 		$484K Buy
+6,262
New +$474K 0.11% 85
2022
Q1 		– Sell
-2,680
Closed -$218K – 135
2021
Q4 		$218K Buy
+2,680
New +$219K 0.07% 114

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Capital Advisors Wealth Management's VCSH Position: Q1 2024 in Review

Capital Advisors Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 6,262 shares — an estimated $484K sold.

Capital Advisors Wealth Management first reported a position in VCSH in Q4 2021 and held it in 2 quarters. The position peaked at $484K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • Capital Advisors Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 6,262 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $484K.
  • Capital Advisors Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Capital Advisors Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $484K in Q4 2023.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.