CPC
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Consolidated Planning Corp’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-90
Closed -$7K – 426
2021
Q3 		$7K Buy
+90
New +$7.44K ﹤0.01% 337

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Envestnet Asset Management
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Royal Bank of Canada
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Wells Fargo
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PP
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Consolidated Planning Corp's VCSH Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 90 shares — an estimated $7K sold.

Consolidated Planning Corp first reported a position in VCSH in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 90 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $7K.
  • Consolidated Planning Corp first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard Short-Term Corporate Bond ETF position peaked at $7K in Q3 2021.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.