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

Fingerlakes 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 Q3	–	Sell	-3,858	Closed	-$292K	–	85
2023 Q2	$292K	Sell	3,858 -302	-7%	-$22.9K	0.33%	73
2023 Q1	$317K	Sell	4,160 -386	-8%	-$29.2K	0.4%	68
2022 Q4	$342K	Sell	4,546 -152	-3%	-$11.4K	0.47%	67
2022 Q3	$349K	Sell	4,698 -191	-4%	-$14.6K	0.51%	60
2022 Q2	$373K	Sell	4,889 -1,197	-20%	-$92K	0.51%	63
2022 Q1	$475K	Buy	6,086 +320	+6%	+$25.4K	0.56%	53
2021 Q4	$431K	Buy	+5,766	New	+$471K	0.49%	58

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Fingerlakes Wealth Management's VCSH Position: Q3 2023 in Review

Fingerlakes Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 3,858 shares — an estimated $292K sold.

Fingerlakes Wealth Management first reported a position in VCSH in Q4 2021 and held it in 7 quarters. The position peaked at $475K in Q1 2022. 1,214 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Fingerlakes Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Fingerlakes Wealth Management sold 3,858 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $292K.
Fingerlakes Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Fingerlakes Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $475K in Q1 2022.
1,214 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.