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

Freedom Wealth Alliance’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 		$331K Buy
4,402
+146
+3% +$11K 0.54% 28
2023
Q2 		$323K Buy
4,256
+179
+4% +$13.6K 0.45% 33
2023
Q1 		$311K Buy
4,077
+738
+22% +$55.9K 0.47% 38
2022
Q4 		$251K Buy
+3,339
New +$250K 0.35% 45

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Wealth Alliance's VCSH Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.4% in Q3 2023, buying an estimated $11K and bringing the position to 4,402 shares worth $331K. The position accounts for 0.54% of the portfolio, ranked #28.

Freedom Wealth Alliance first reported a position in VCSH in Q4 2022 and has held it in 4 quarters since. 1,215 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

  • Freedom Wealth Alliance held 4,402 shares of Vanguard Short-Term Corporate Bond ETF worth $331K as of Q3 2023.
  • Freedom Wealth Alliance bought 146 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $11K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.54% of Freedom Wealth Alliance's portfolio in Q3 2023, its #28 holding.
  • Freedom Wealth Alliance first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.