Financial Advisory Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Advisory Partners’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 Q2	–	Sell	-3,721	Closed	-$284K	–	65
2023 Q1	$284K	Sell	3,721 -889	-19%	-$67.3K	0.11%	60
2022 Q4	$347K	Hold	4,610	–	–	0.14%	60
2022 Q3	$342K	Sell	4,610 -120	-3%	-$9.14K	0.15%	60
2022 Q2	$361K	Sell	4,730 -12,836	-73%	-$986K	0.15%	61
2022 Q1	$1.37M	Sell	17,566 -79,605	-82%	-$6.33M	0.51%	55
2021 Q4	$7.9M	Buy	+97,171	New	+$7.94M	2.88%	5

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Advisory Partners's VCSH Position: Q2 2023 in Review

Financial Advisory Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 3,721 shares — an estimated $284K sold.

Financial Advisory Partners first reported a position in VCSH in Q4 2021 and held it in 6 quarters. The position peaked at $7.9M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Financial Advisory Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Advisory Partners sold 3,721 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $284K.
Financial Advisory Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Financial Advisory Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $7.9M in Q4 2021.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Financial Advisory Partners's 13F filing for Q2 2023, filed 4 Oct 2023.