Colonial Trust Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Colonial Trust Advisors’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
2026 Q1	$36.2K	Hold	456	–	–	﹤0.01%	386
2025 Q4	$36.4K	Buy	456 +367	+412%	+$29.3K	﹤0.01%	385
2025 Q3	$7.11K	Hold	89	–	–	﹤0.01%	541
2025 Q2	$7.08K	Hold	89	–	–	﹤0.01%	555
2025 Q1	$7.03K	Sell	89 -360	-80%	-$28.2K	﹤0.01%	534
2024 Q4	$35K	Hold	449	–	–	﹤0.01%	356
2024 Q3	$35.7K	Buy	449 +360	+404%	+$28.3K	﹤0.01%	371
2024 Q2	$6.88K	Sell	89 -14	-14%	-$1.08K	﹤0.01%	569
2024 Q1	$7.96K	Sell	103 -51	-33%	-$3.94K	﹤0.01%	636
2023 Q4	$11.9K	Buy	154 +65	+73%	+$4.92K	﹤0.01%	484
2023 Q3	$6.69K	Hold	89	–	–	﹤0.01%	563
2023 Q2	$6.73K	Hold	89	–	–	﹤0.01%	581
2023 Q1	$6.78K	Hold	89	–	–	﹤0.01%	575
2022 Q4	$6.69K	Hold	89	–	–	﹤0.01%	576
2022 Q3	$7K	Buy	+89	New	+$6.78K	﹤0.01%	248

Other funds holding VCSH

Bank of America

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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