Cornerstone Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Cornerstone Wealth 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
2022 Q3	–	Sell	-27,110	Closed	-$2.07M	–	45
2022 Q2	$2.07M	Sell	27,110 -425,906	-94%	-$32.7M	0.79%	20
2022 Q1	$35.4M	Sell	453,016 -45,595	-9%	-$3.63M	12.22%	2
2021 Q4	$40.5M	Buy	498,611 +10,677	+2%	+$872K	13.45%	2
2021 Q3	$40.2M	Buy	487,934 +18,698	+4%	+$1.55M	14.07%	2
2021 Q2	$38.7M	Buy	469,236 +48,917	+12%	+$4.04M	13.59%	2
2021 Q1	$34.7M	Buy	+420,319	New	+$34.8M	13.09%	2

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Cornerstone Wealth Advisors's VCSH Position: Q3 2022 in Review

Cornerstone Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 27,110 shares — an estimated $2.07M sold.

Cornerstone Wealth Advisors first reported a position in VCSH in Q1 2021 and held it in 6 quarters. The position peaked at $40.5M in Q4 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Cornerstone Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Cornerstone Wealth Advisors sold 27,110 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $2.07M.
Cornerstone Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Cornerstone Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $40.5M in Q4 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.