Frisch Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Frisch Financial 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 Q1	–	Sell	-2,995	Closed	-$225K	–	137
2022 Q4	$225K	Hold	2,995	–	–	0.08%	121
2022 Q3	$222K	Sell	2,995 -14	-0.5%	-$1.07K	0.09%	107
2022 Q2	$229K	Sell	3,009 -3,054	-50%	-$235K	0.09%	110
2022 Q1	$473K	Buy	+6,063	New	+$482K	0.15%	78

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Frisch Financial Group's VCSH Position: Q1 2023 in Review

Frisch Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 2,995 shares — an estimated $225K sold.

Frisch Financial Group first reported a position in VCSH in Q1 2022 and held it in 4 quarters. The position peaked at $473K in Q1 2022. 1,241 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Frisch Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Frisch Financial Group sold 2,995 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $225K.
Frisch Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Frisch Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $473K in Q1 2022.
1,241 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Frisch Financial Group's 13F filing for Q1 2023, filed 11 May 2023.