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Coulter & Justus Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Coulter & Justus Financial 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
2023
Q2 		– Sell
-5,852
Closed -$446K – 50
2023
Q1 		$446K Sell
5,852
-145
-2% -$11K 0.29% 30
2022
Q4 		$451K Buy
+5,997
New +$448K 0.31% 31

Other funds holding VCSH

Bank of America
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coulter & Justus Financial Services's VCSH Position: Q2 2023 in Review

Coulter & Justus Financial Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 5,852 shares — an estimated $446K sold.

Coulter & Justus Financial Services first reported a position in VCSH in Q4 2022 and held it in 2 quarters. The position peaked at $451K in Q4 2022. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

  • Coulter & Justus Financial Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 5,852 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $446K.
  • Coulter & Justus Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Coulter & Justus Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $451K in Q4 2022.
  • 1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2023, filed 31 Jul 2023.