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Confluence Wealth Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Confluence Wealth Services’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
-119
Closed -$9K – 1116
2021
Q4 		$9K Buy
+119
New +$9.72K ﹤0.01% 958

Other funds holding VCSH

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Northwestern Mutual Wealth Management
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MYLI
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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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Confluence Wealth Services's VCSH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 119 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in VCSH in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 119 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Short-Term Corporate Bond ETF position peaked at $9K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.