Core Wealth Advisors (Florida)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q1	–	Sell	-45	Closed	-$3.38K	–	282
2022 Q4	$3.38K	Hold	45	–	–	﹤0.01%	226
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	198
2022 Q2	$3K	Buy	+45	New	+$3.46K	﹤0.01%	194

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Core Wealth Advisors (Florida)'s VCSH Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 45 shares — an estimated $3.38K sold.

Core Wealth Advisors (Florida) first reported a position in VCSH in Q2 2022 and held it in 3 quarters. The position peaked at $3.38K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 45 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $3.38K.
Core Wealth Advisors (Florida) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Vanguard Short-Term Corporate Bond ETF position peaked at $3.38K in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.