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

Glassman Wealth Services’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 Q3	–	Sell	-834	Closed	-$64.4K	–	196
2024 Q2	$64.4K	Buy	+834	New	+$64.2K	0.01%	102
2022 Q4	–	Sell	-1,850	Closed	-$137K	–	2044
2022 Q3	$137K	Hold	1,850	–	–	0.03%	199
2022 Q2	$141K	Hold	1,850	–	–	0.03%	199
2022 Q1	$144K	Sell	1,850 -147	-7%	-$11.7K	0.03%	201
2021 Q4	$162K	Buy	1,997 +147	+8%	+$12K	0.03%	180
2021 Q3	$152K	Hold	1,850	–	–	0.03%	178
2021 Q2	$153K	Hold	1,850	–	–	0.03%	175
2021 Q1	$153K	Hold	1,850	–	–	0.03%	171
2020 Q4	$154K	Hold	1,850	–	–	0.04%	172
2020 Q3	$153K	Hold	1,850	–	–	0.04%	143
2020 Q2	$153K	Buy	1,850 +653	+55%	+$53.1K	0.05%	133
2020 Q1	$95K	Buy	+1,197	New	+$96.3K	0.04%	167

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassman Wealth Services's VCSH Position: Q3 2024 in Review

Glassman Wealth Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 834 shares — an estimated $64.4K sold.

Glassman Wealth Services first reported a position in VCSH in Q1 2020 and held it in 12 quarters. The position peaked at $162K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

Glassman Wealth Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Glassman Wealth Services sold 834 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $64.4K.
Glassman Wealth Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
Glassman Wealth Services's Vanguard Short-Term Corporate Bond ETF position peaked at $162K in Q4 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.