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Global Financial Private Client’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Global Financial Private Client’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
-182
Closed -$14K – 718
2024
Q1 		$14K Hold
182
– – 0.01% 428
2023
Q4 		$14.1K Sell
182
-5,743
-97% -$435K 0.01% 417
2023
Q3 		$443K Sell
5,925
-330
-5% -$24.9K 0.23% 104
2023
Q2 		$472K Hold
6,255
– – 0.23% 103
2023
Q1 		$478K Sell
6,255
-36,881
-85% -$2.79M 0.25% 99
2022
Q4 		$3.24M Sell
43,136
-257
-0.6% -$19.2K 1.82% 11
2022
Q3 		$3.24M Sell
43,393
-3,356
-7% -$256K 1.86% 12
2022
Q2 		$3.58M Buy
46,749
+7,260
+18% +$558K 2.02% 11
2022
Q1 		$3.07M Sell
39,489
-3,349
-8% -$266K 1.49% 15
2021
Q4 		$3.48M Sell
42,838
-2,849
-6% -$233K 1.68% 14
2021
Q3 		$3.77M Buy
45,687
+3,245
+8% +$268K 1.94% 13
2021
Q2 		$3.5M Buy
42,442
+5,737
+16% +$474K 1.96% 12
2021
Q1 		$3.02M Buy
36,705
+1,177
+3% +$97.5K 2.17% 13
2020
Q4 		$2.96M Buy
35,528
+314
+0.9% +$26K 2.35% 11
2020
Q3 		$2.91M Buy
35,214
+6,693
+23% +$555K 2.53% 10
2020
Q2 		$2.35M Buy
28,521
+1,554
+6% +$126K 2.05% 13
2020
Q1 		$2.12M Buy
+26,967
New +$2.17M 2.24% 9

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Global Financial Private Client's VCSH Position: Q2 2024 in Review

Global Financial Private Client sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 182 shares — an estimated $14K sold.

Global Financial Private Client first reported a position in VCSH in Q1 2020 and held it in 17 quarters. The position peaked at $3.77M in Q3 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Global Financial Private Client reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Global Financial Private Client sold 182 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $14K.
  • Global Financial Private Client first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 17 quarters.
  • Global Financial Private Client's Vanguard Short-Term Corporate Bond ETF position peaked at $3.77M in Q3 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Global Financial Private Client's 13F filing for Q2 2024, filed 29 Jul 2024.