Fort Point Capital Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Fort Point Capital 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
2024 Q2	–	Sell	-2,753	Closed	-$213K	–	332
2024 Q1	$213K	Sell	2,753 -485	-15%	-$37.4K	0.03%	303
2023 Q4	$251K	Sell	3,238 -23,868	-88%	-$1.81M	0.04%	262
2023 Q3	$2.04M	Sell	27,106 -13,094	-33%	-$988K	0.31%	52
2023 Q2	$3.04M	Sell	40,200 -1,265	-3%	-$96.1K	0.43%	40
2023 Q1	$3.16M	Sell	41,465 -510	-1%	-$38.6K	0.48%	45
2022 Q4	$3.16M	Buy	41,975 +11,703	+39%	+$875K	0.49%	48
2022 Q3	$2.25M	Sell	30,272 -4,883	-14%	-$372K	0.38%	59
2022 Q2	$2.68M	Buy	35,155 +16,466	+88%	+$1.27M	0.44%	52
2022 Q1	$1.46M	Sell	18,689 -7,184	-28%	-$571K	0.2%	83
2021 Q4	$2.1M	Buy	+25,873	New	+$2.11M	0.28%	59

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JSTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

Fort Point Capital Partners's VCSH Position: Q2 2024 in Review

Fort Point Capital Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 2,753 shares — an estimated $213K sold.

Fort Point Capital Partners first reported a position in VCSH in Q4 2021 and held it in 10 quarters. The position peaked at $3.16M in Q1 2023. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Fort Point Capital Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Fort Point Capital Partners sold 2,753 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $213K.
Fort Point Capital Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Fort Point Capital Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $3.16M in Q1 2023.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Fort Point Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.