Copperleaf Capital’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Copperleaf Capital’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 Q4	–	Sell	-14,751	Closed	-$1.1M	–	82
2022 Q3	$1.1M	Hold	14,751	–	–	1.19%	26
2022 Q2	$1.13M	Hold	14,751	–	–	1.14%	30
2022 Q1	$1.15M	Sell	14,751 -1,709	-10%	-$136K	1.02%	32
2021 Q4	$1.34M	Sell	16,460 -243	-1%	-$19.9K	1.16%	29
2021 Q3	$1.38M	Buy	16,703 +4,500	+37%	+$372K	1.32%	28
2021 Q2	$1.01M	Sell	12,203 -1,374	-10%	-$114K	0.99%	36
2021 Q1	$1.12M	Buy	13,577 +1,446	+12%	+$120K	1.2%	29
2020 Q4	$1.01M	Sell	12,131 -11,780	-49%	-$977K	0.86%	35
2020 Q3	$1.98M	Buy	23,911 +3,024	+14%	+$251K	1.91%	16
2020 Q2	$1.73M	Buy	20,887 +198	+1%	+$16.1K	1.79%	20
2020 Q1	$1.64M	Buy	20,689 +2,852	+16%	+$229K	1.96%	18
2019 Q4	$1.45M	Buy	+17,837	New	+$1.44M	1.46%	24

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Copperleaf Capital's VCSH Position: Q4 2022 in Review

Copperleaf Capital sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 14,751 shares — an estimated $1.1M sold.

Copperleaf Capital first reported a position in VCSH in Q4 2019 and held it in 12 quarters. The position peaked at $1.98M in Q3 2020. 1,279 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Copperleaf Capital reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 14,751 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $1.1M.
Copperleaf Capital first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Copperleaf Capital's Vanguard Short-Term Corporate Bond ETF position peaked at $1.98M in Q3 2020.
1,279 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.