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

Essex Private 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	-84,843	Closed	-$6.89M	–	64
2021 Q4	$6.89M	Buy	84,843 +7,252	+9%	+$593K	5.82%	3
2021 Q3	$6.39M	Buy	77,591 +7,507	+11%	+$620K	5.81%	3
2021 Q2	$5.8M	Buy	70,084 +4,039	+6%	+$334K	5.29%	3
2021 Q1	$5.45M	Buy	66,045 +10,087	+18%	+$836K	5.2%	4
2020 Q4	$4.66M	Buy	55,958 +5,706	+11%	+$473K	4.55%	5
2020 Q3	$4.16M	Buy	50,252 +6,922	+16%	+$574K	4.31%	6
2020 Q2	$3.58M	Buy	43,330 +1,052	+2%	+$85.6K	4.15%	6
2020 Q1	$3.34M	Buy	42,278 +271	+0.6%	+$21.8K	4.36%	6
2019 Q4	$3.4M	Buy	+42,007	New	+$3.4M	3.44%	7

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

Essex Private Wealth Management's VCSH Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 84,843 shares — an estimated $6.89M sold.

Essex Private Wealth Management first reported a position in VCSH in Q4 2019 and held it in 9 quarters. The position peaked at $6.89M in Q4 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Essex Private Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 84,843 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $6.89M.
Essex Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $6.89M in Q4 2021.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

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