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

Doyle 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
2022 Q3	$15.3M	Sell	205,653 -8,245	-4%	-$628K	1.31%	29
2022 Q2	$16.3M	Sell	213,898 -246,626	-54%	-$19M	1.32%	26
2022 Q1	$36M	Buy	460,524 +50,091	+12%	+$3.98M	2.59%	6
2021 Q4	$33.4M	Buy	410,433 +28,140	+7%	+$2.3M	2.39%	7
2021 Q3	$31.5M	Buy	382,293 +80,590	+27%	+$6.66M	2.51%	7
2021 Q2	$25M	Buy	301,703 +271,160	+888%	+$22.4M	2.07%	11
2021 Q1	$2.52M	Buy	30,543 +1,367	+5%	+$113K	0.24%	72
2020 Q4	$2.43M	Sell	29,176 -379	-1%	-$31.4K	0.25%	72
2020 Q3	$2.45M	Buy	29,555 +3,083	+12%	+$256K	0.28%	65
2020 Q2	$2.19M	Sell	26,472 -3,406	-11%	-$277K	0.29%	59
2020 Q1	$2.36M	Buy	29,878 +211	+0.7%	+$17K	0.38%	51
2019 Q4	$2.4M	Sell	29,667 -4,679	-14%	-$379K	0.3%	57
2019 Q3	$2.78M	Sell	34,346 -970	-3%	-$78.4K	0.38%	51
2019 Q2	$2.85M	Sell	35,316 -7,623	-18%	-$608K	0.39%	50
2019 Q1	$3.42M	Sell	42,939 -41,860	-49%	-$3.3M	0.5%	46
2018 Q4	$6.61M	Sell	84,799 -1,528	-2%	-$119K	1.12%	33
2018 Q3	$6.75M	Sell	86,327 -19,232	-18%	-$1.5M	1.05%	38
2018 Q2	$8.24M	Sell	105,559 -11,455	-10%	-$895K	1.36%	32
2018 Q1	$9.18M	Buy	117,014 +4,218	+4%	+$332K	1.54%	28
2017 Q4	$8.95M	Buy	112,796 +5,130	+5%	+$409K	1.51%	27
2017 Q3	$8.63M	Buy	107,666 +16,258	+18%	+$1.3M	1.51%	27
2017 Q2	$7.32M	Buy	91,408 +9,615	+12%	+$769K	1.36%	32
2017 Q1	$6.52M	Buy	+81,793	New	+$6.51M	1.33%	30

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Doyle Wealth Management's VCSH Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.9% in Q3 2022, selling an estimated $628K and leaving 205,653 shares worth $15.3M. The position accounts for 1.31% of the portfolio, ranked #29.

Doyle Wealth Management first reported a position in VCSH in Q1 2017 and has held it in 23 quarters since. The position peaked at $36M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Doyle Wealth Management held 205,653 shares of Vanguard Short-Term Corporate Bond ETF worth $15.3M as of Q3 2022.
Doyle Wealth Management sold 8,245 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $628K.
Vanguard Short-Term Corporate Bond ETF made up 1.31% of Doyle Wealth Management's portfolio in Q3 2022, its #29 holding.
Doyle Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $36M in Q1 2022.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.