Clear Perspectives Financial Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-18,724	Closed	-$1.52M	–	239
2021 Q4	$1.52M	Sell	18,724 -63,423	-77%	-$5.18M	0.62%	28
2021 Q3	$6.77M	Sell	82,147 -21,572	-21%	-$1.78M	3.07%	11
2021 Q2	$8.58M	Sell	103,719 -19,311	-16%	-$1.6M	4.14%	9
2021 Q1	$10.2M	Buy	+123,030	New	+$10.2M	5.88%	6

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Clear Perspectives Financial Planning's VCSH Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 18,724 shares — an estimated $1.52M sold.

Clear Perspectives Financial Planning first reported a position in VCSH in Q1 2021 and held it in 4 quarters. The position peaked at $10.2M in Q1 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 18,724 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $1.52M.
Clear Perspectives Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Clear Perspectives Financial Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $10.2M in Q1 2021.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.