CFO4Life Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

CFO4Life Group’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
2023 Q4	–	Sell	-9,731	Closed	-$731K	–	200
2023 Q3	$731K	Buy	9,731 +13	+0.1%	+$981	0.17%	70
2023 Q2	$735K	Sell	9,718 -603	-6%	-$45.8K	0.16%	73
2023 Q1	$787K	Buy	10,321 +78	+0.8%	+$5.91K	0.18%	63
2022 Q4	$770K	Buy	10,243 +18	+0.2%	+$1.34K	0.16%	72
2022 Q3	$760K	Buy	10,225 +7,583	+287%	+$578K	0.2%	59
2022 Q2	$201K	Buy	+2,642	New	+$203K	0.05%	136
2021 Q2	–	Sell	-4,543	Closed	-$375K	–	151
2021 Q1	$375K	Sell	4,543 -3,703	-45%	-$307K	0.09%	107
2020 Q4	$686K	Buy	8,246 +1	+0%	+$83	0.2%	58
2020 Q3	$683K	Buy	+8,245	New	+$683K	0.23%	50
2017 Q4	–	Sell	-3,084	Closed	-$247K	–	106
2017 Q3	$247K	Buy	+3,084	New	+$247K	0.2%	87

Other funds holding VCSH

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

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

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

CFO4Life Group's VCSH Position: Q4 2023 in Review

CFO4Life Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 9,731 shares — an estimated $731K sold.

CFO4Life Group first reported a position in VCSH in Q3 2017 and held it in 10 quarters. The position peaked at $787K in Q1 2023. 1,286 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

CFO4Life Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
CFO4Life Group sold 9,731 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $731K.
CFO4Life Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and held it in 10 quarters.
CFO4Life Group's Vanguard Short-Term Corporate Bond ETF position peaked at $787K in Q1 2023.
1,286 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on CFO4Life Group's 13F filing for Q4 2023, filed 24 Jan 2024.