Erickson Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Erickson Financial Group’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 Q4	–	Sell	-47,142	Closed	-$3.5M	–	26
2022 Q3	$3.5M	Sell	47,142 -976	-2%	-$74.4K	3.89%	9
2022 Q2	$3.67M	Sell	48,118 -1,677	-3%	-$129K	3.93%	9
2022 Q1	$3.89M	Sell	49,795 -2,402	-5%	-$191K	3.5%	10
2021 Q4	$4.24M	Buy	+52,197	New	+$4.26M	3.65%	8

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Erickson Financial Group's VCSH Position: Q4 2022 in Review

Erickson Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 47,142 shares — an estimated $3.5M sold.

Erickson Financial Group first reported a position in VCSH in Q4 2021 and held it in 4 quarters. The position peaked at $4.24M in Q4 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Erickson Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Erickson Financial Group sold 47,142 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $3.5M.
Erickson Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Erickson Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $4.24M in Q4 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Erickson Financial Group's 13F filing for Q4 2022, filed 18 Jan 2023.