Fortitude Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Fortitude Advisory Group’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	-3,046	Closed	-$232K	–	232
2023 Q1	$232K	Sell	3,046 -300	-9%	-$22.7K	0.18%	162
2022 Q4	$252K	Hold	3,346	–	–	0.21%	142
2022 Q3	$249K	Sell	3,346 -429	-11%	-$32.7K	0.24%	122
2022 Q2	$288K	Buy	3,775 +171	+5%	+$13.1K	0.26%	111
2022 Q1	$281K	Hold	3,604	–	–	0.15%	134
2021 Q4	$293K	Buy	+3,604	New	+$294K	0.15%	132

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 $4.81B AUM 4.62% 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 $374B AUM 17.66% 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

Fortitude Advisory Group's VCSH Position: Q2 2023 in Review

Fortitude Advisory Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 3,046 shares — an estimated $232K sold.

Fortitude Advisory Group first reported a position in VCSH in Q4 2021 and held it in 6 quarters. The position peaked at $293K in Q4 2021. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Fortitude Advisory Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortitude Advisory Group sold 3,046 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $232K.
Fortitude Advisory Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Fortitude Advisory Group's Vanguard Short-Term Corporate Bond ETF position peaked at $293K in Q4 2021.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.