Curi Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Curi Wealth Management’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	-61,852	Closed	-$4.65M	–	190
2022 Q4	$4.65M	Buy	61,852 +55,329	+848%	+$4.13M	0.65%	46
2022 Q3	$485K	Buy	6,523 +6,081	+1,376%	+$463K	0.08%	104
2022 Q2	$34K	Hold	442	–	–	0.01%	258
2022 Q1	$34K	Sell	442 -624	-59%	-$49.6K	0.01%	247
2021 Q4	$86K	Buy	+1,066	New	+$87.1K	0.01%	151
2021 Q1	–	Sell	-502	Closed	-$41K	–	464
2020 Q4	$41K	Buy	+502	New	+$41.6K	0.03%	162

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Curi Wealth Management's VCSH Position: Q1 2023 in Review

Curi Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 61,852 shares — an estimated $4.65M sold.

Curi Wealth Management first reported a position in VCSH in Q4 2020 and held it in 6 quarters. The position peaked at $4.65M in Q4 2022. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Curi Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 61,852 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $4.65M.
Curi Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Curi Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $4.65M in Q4 2022.
1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.