Eagle Ridge Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Eagle Ridge Investment 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 Q3	–	Sell	-2,995	Closed	-$227K	–	152
2023 Q2	$227K	Buy	2,995 +29	+1%	+$2.2K	0.02%	143
2023 Q1	$226K	Buy	2,966 +118	+4%	+$8.94K	0.03%	146
2022 Q4	$214K	Hold	2,848	–	–	0.03%	147
2022 Q3	$212K	Sell	2,848 -5,888	-67%	-$449K	0.03%	141
2022 Q2	$666K	Hold	8,736	–	–	0.08%	88
2022 Q1	$682K	Sell	8,736 -563	-6%	-$44.8K	0.07%	89
2021 Q4	$756K	Buy	9,299 +547	+6%	+$44.7K	0.08%	88
2021 Q3	$721K	Buy	8,752 +233	+3%	+$19.3K	0.08%	88
2021 Q2	$705K	Buy	8,519 +755	+10%	+$62.4K	0.08%	83
2021 Q1	$641K	Buy	7,764 +140	+2%	+$11.6K	0.08%	85
2020 Q4	$635K	Sell	7,624 -2,969	-28%	-$246K	0.08%	88
2020 Q3	$878K	Buy	+10,593	New	+$878K	0.12%	74

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Eagle Ridge Investment Management's VCSH Position: Q3 2023 in Review

Eagle Ridge Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 2,995 shares — an estimated $227K sold.

Eagle Ridge Investment Management first reported a position in VCSH in Q3 2020 and held it in 12 quarters. The position peaked at $878K in Q3 2020. 1,214 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Eagle Ridge Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Eagle Ridge Investment Management sold 2,995 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $227K.
Eagle Ridge Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
Eagle Ridge Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $878K in Q3 2020.
1,214 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.