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

FirstPurpose Wealth’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 Q2	–	Sell	-12,000	Closed	-$937K	–	156
2022 Q1	$937K	Sell	12,000 -3,564	-23%	-$283K	0.73%	24
2021 Q4	$1.26M	Buy	+15,564	New	+$1.27M	0.79%	21

Other funds holding VCSH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

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

FirstPurpose Wealth's VCSH Position: Q2 2022 in Review

FirstPurpose Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022, closing a stake of 12,000 shares — an estimated $937K sold.

FirstPurpose Wealth first reported a position in VCSH in Q4 2021 and held it in 2 quarters. The position peaked at $1.26M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

FirstPurpose Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
FirstPurpose Wealth sold 12,000 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $937K.
FirstPurpose Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
FirstPurpose Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $1.26M in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on FirstPurpose Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.