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

Edge 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	-189,659	Closed	-$14.3M	–	80
2022 Q4	$14.3M	Buy	189,659 +51,321	+37%	+$3.84M	3.31%	8
2022 Q3	$10.3M	Buy	138,338 +40,161	+41%	+$3.06M	2.28%	17
2022 Q2	$7.49M	Sell	98,177 -13,622	-12%	-$1.05M	1.62%	24
2022 Q1	$8.73M	Buy	+111,799	New	+$8.89M	1.72%	23
2020 Q1	–	Sell	-200	Closed	-$16K	–	684
2019 Q4	$16K	Hold	200	–	–	﹤0.01%	364
2019 Q3	$16K	Buy	+200	New	+$16.2K	﹤0.01%	354
2018 Q2	–	Sell	-28,821	Closed	-$2.26M	–	617
2018 Q1	$2.26M	Buy	28,821 +1,776	+7%	+$140K	0.6%	38
2017 Q4	$2.14M	Buy	27,045 +3,520	+15%	+$281K	0.61%	37
2017 Q3	$1.89M	Buy	+23,525	New	+$1.89M	0.57%	33

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Edge Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 189,659 shares — an estimated $14.3M sold.

Edge Wealth Management first reported a position in VCSH in Q3 2017 and held it in 9 quarters. The position peaked at $14.3M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Edge Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Edge Wealth Management sold 189,659 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $14.3M.
Edge Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and held it in 9 quarters.
Edge Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $14.3M in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Edge Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.