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

Elmwood 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 Q1	–	Sell	-250	Closed	-$20K	–	314
2021 Q4	$20K	Buy	+250	New	+$20.4K	0.01%	249
2021 Q2	$21K	Hold	250	–	–	0.01%	219
2021 Q1	$21K	Buy	+250	New	+$20.7K	0.01%	213
2020 Q3	$8K	Hold	100	–	–	0.01%	197
2020 Q2	$8K	Sell	100 -36,402	-100%	-$2.96M	0.01%	197
2020 Q1	$2.86M	Buy	+36,502	New	+$2.94M	2.74%	6
2019 Q4	–	Sell	-300	Closed	-$24K	–	236
2019 Q3	$24K	Hold	300	–	–	0.02%	136
2019 Q2	$24K	Buy	300 +91	+44%	+$7.26K	0.02%	151
2019 Q1	$17K	Sell	209 -766	-79%	-$60.4K	0.02%	165
2018 Q4	$76K	Sell	975 -34,912	-97%	-$2.72M	0.07%	114
2018 Q3	$2.8M	Sell	35,887 -190	-0.5%	-$14.9K	2.33%	9
2018 Q2	$2.82M	Sell	36,077 -425	-1%	-$33.2K	2.56%	5
2018 Q1	$2.86M	Buy	+36,502	New	+$2.87M	2.74%	6

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Elmwood Wealth Management's VCSH Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 250 shares — an estimated $20K sold.

Elmwood Wealth Management first reported a position in VCSH in Q1 2018 and held it in 13 quarters. The position peaked at $2.86M in Q1 2020. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Elmwood Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 250 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $20K.
Elmwood Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $2.86M in Q1 2020.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.