Donor Advised Charitable Giving’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Donor Advised Charitable Giving’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	-2,636	Closed	-$201K	–	45
2023 Q1	$201K	Buy	+2,636	New	+$200K	0.02%	47
2022 Q3	–	Sell	-2,636	Closed	-$201K	–	42
2022 Q2	$201K	Hold	2,636	–	–	0.03%	39
2022 Q1	$206K	Sell	2,636 -257	-9%	-$20.4K	0.02%	52
2021 Q4	$235K	Buy	2,893 +295	+11%	+$24.1K	0.02%	45
2021 Q3	$214K	Hold	2,598	–	–	0.04%	47
2021 Q2	$215K	Hold	2,598	–	–	0.02%	112
2021 Q1	$214K	Buy	2,598 +131	+5%	+$10.9K	0.02%	114
2020 Q4	$205K	Hold	2,467	–	–	0.03%	111
2020 Q3	$204K	Hold	2,467	–	–	0.06%	63
2020 Q2	$204K	Sell	2,467 -425	-15%	-$34.6K	0.08%	52
2020 Q1	$229K	Sell	2,892 -5,837	-67%	-$469K	0.12%	45
2019 Q4	$707K	Sell	8,729 -1,110	-11%	-$89.9K	0.38%	12
2019 Q3	$797K	Sell	9,839 -1,038	-10%	-$83.9K	0.62%	11
2019 Q2	$878K	Buy	+10,877	New	+$868K	0.71%	12

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Donor Advised Charitable Giving's VCSH Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 2,636 shares — an estimated $201K sold.

Donor Advised Charitable Giving first reported a position in VCSH in Q2 2019 and held it in 14 quarters. The position peaked at $878K in Q2 2019. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Donor Advised Charitable Giving reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 2,636 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $201K.
Donor Advised Charitable Giving first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
Donor Advised Charitable Giving's Vanguard Short-Term Corporate Bond ETF position peaked at $878K in Q2 2019.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.