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Carmichael Hill & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Carmichael Hill & Associates’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
Q3 		$21.9K Sell
276
-290
-51% -$22.8K 0.01% 495
2024
Q2 		$43.7K Sell
566
-24
-4% -$1.85K 0.02% 362
2024
Q1 		$45.6K Hold
590
– – 0.02% 360
2023
Q4 		$45.6K Sell
590
-159
-21% -$12K 0.02% 356
2023
Q3 		$56.3K Hold
749
– – 0.03% 315
2023
Q2 		$56.7K Sell
749
-808
-52% -$61.4K 0.03% 317
2023
Q1 		$119K Hold
1,557
– – 0.06% 216
2022
Q4 		$117K Buy
1,557
+132
+9% +$9.87K 0.06% 214
2022
Q3 		$106K Sell
1,425
-523
-27% -$39.9K 0.06% 217
2022
Q2 		$149K Buy
1,948
+314
+19% +$24.1K 0.08% 191
2022
Q1 		$128K Buy
1,634
+398
+32% +$31.7K 0.06% 212
2021
Q4 		$100K Sell
1,236
-64
-5% -$5.23K 0.04% 251
2021
Q3 		$107K Buy
1,300
+11
+0.9% +$909 0.05% 238
2021
Q2 		$107K Buy
1,289
+105
+9% +$8.68K 0.05% 239
2021
Q1 		$98K Sell
1,184
-33
-3% -$2.73K 0.05% 235
2020
Q4 		$101K Sell
1,217
-62
-5% -$5.14K 0.06% 226
2020
Q3 		$106K Buy
1,279
+779
+156% +$64.6K 0.07% 205
2020
Q2 		$41K Hold
500
– – 0.03% 304
2020
Q1 		$40K Hold
500
– – 0.04% 288
2019
Q4 		$41K Buy
+500
New +$40.5K 0.03% 303
2018
Q4 		– Sell
-3,174
Closed -$248K – 125
2018
Q3 		$248K Sell
3,174
-1,738
-35% -$136K 0.24% 97
2018
Q2 		$384K Sell
4,912
-2,633
-35% -$206K 0.41% 69
2018
Q1 		$592K Buy
7,545
+1,002
+15% +$78.9K 0.65% 49
2017
Q4 		$519K Buy
+6,543
New +$522K 0.57% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carmichael Hill & Associates's VCSH Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 51% in Q3 2024, selling an estimated $22.8K and leaving 276 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #495.

Carmichael Hill & Associates first reported a position in VCSH in Q4 2017 and has held it in 24 quarters since. The position peaked at $592K in Q1 2018. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Carmichael Hill & Associates held 276 shares of Vanguard Short-Term Corporate Bond ETF worth $21.9K as of Q3 2024.
  • Carmichael Hill & Associates sold 290 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $22.8K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #495 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Carmichael Hill & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $592K in Q1 2018.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.