First National Bank of South Miami’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

First National Bank of South Miami’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	$122K	Sell	1,612 -139	-8%	-$10.6K	0.1%	154
2023 Q1	$133K	Buy	1,751 +53	+3%	+$4.01K	0.11%	150
2022 Q4	$128K	Sell	1,698 -29	-2%	-$2.17K	0.1%	153
2022 Q3	$128K	Sell	1,727 -150	-8%	-$11.4K	0.1%	147
2022 Q2	$143K	Buy	1,877 +108	+6%	+$8.3K	0.1%	155
2022 Q1	$138K	Sell	1,769 -26	-1%	-$2.07K	0.08%	166
2021 Q4	$146K	Buy	1,795 +355	+25%	+$29K	0.09%	157
2021 Q3	$119K	Buy	1,440 +113	+9%	+$9.34K	0.08%	159
2021 Q2	$110K	Buy	+1,327	New	+$110K	0.08%	163

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $17.1B AUM 15.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

First National Bank of South Miami's VCSH Position: Q2 2023 in Review

First National Bank of South Miami reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.9% in Q2 2023, selling an estimated $10.6K and leaving 1,612 shares worth $122K. The position accounts for 0.1% of the portfolio, ranked #154.

First National Bank of South Miami first reported a position in VCSH in Q2 2021 and has held it in 9 quarters since. The position peaked at $146K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

First National Bank of South Miami held 1,612 shares of Vanguard Short-Term Corporate Bond ETF worth $122K as of Q2 2023.
First National Bank of South Miami sold 139 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $10.6K.
Vanguard Short-Term Corporate Bond ETF made up 0.1% of First National Bank of South Miami's portfolio in Q2 2023, its #154 holding.
First National Bank of South Miami first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and has held it in 9 quarters since.
First National Bank of South Miami's Vanguard Short-Term Corporate Bond ETF position peaked at $146K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.