CFM Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

CFM Wealth Partners’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	–	Sell	-6,783	Closed	-$524K	–	149
2024 Q2	$524K	Hold	6,783	–	–	0.1%	98
2024 Q1	$524K	Hold	6,783	–	–	0.11%	105
2023 Q4	$525K	Hold	6,783	–	–	0.12%	107
2023 Q3	$510K	Hold	6,783	–	–	0.13%	96
2023 Q2	$513K	Hold	6,783	–	–	0.12%	112
2023 Q1	$517K	Hold	6,783	–	–	0.14%	106
2022 Q4	$510K	Hold	6,783	–	–	0.15%	106
2022 Q3	$504K	Hold	6,783	–	–	0.16%	96
2022 Q2	$517K	Hold	6,783	–	–	0.16%	105
2022 Q1	$530K	Sell	6,783 -1,942	-22%	-$154K	0.13%	109
2021 Q4	$708K	Hold	8,725	–	–	0.16%	97
2021 Q3	$719K	Buy	+8,725	New	+$721K	0.18%	90

Other funds holding VCSH

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFM Wealth Partners's VCSH Position: Q3 2024 in Review

CFM Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 6,783 shares — an estimated $524K sold.

CFM Wealth Partners first reported a position in VCSH in Q3 2021 and held it in 12 quarters. The position peaked at $719K in Q3 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

CFM Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
CFM Wealth Partners sold 6,783 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $524K.
CFM Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
CFM Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $719K in Q3 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on CFM Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.