Gofen & Glossberg’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Gofen & Glossberg’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
2022 Q4	$272K	Buy	3,617 +177	+5%	+$13.2K	0.01%	449
2022 Q3	$256K	Sell	3,440 -200	-5%	-$15.2K	0.01%	444
2022 Q2	$278K	Buy	3,640 +250	+7%	+$19.2K	0.01%	428
2022 Q1	$265K	Sell	3,390 -100	-3%	-$7.95K	0.01%	469
2021 Q4	$284K	Sell	3,490 -1,385	-28%	-$113K	0.01%	468
2021 Q3	$402K	Hold	4,875	–	–	0.01%	384
2021 Q2	$403K	Sell	4,875 -2,000	-29%	-$165K	0.01%	383
2021 Q1	$567K	Buy	6,875 +800	+13%	+$66.3K	0.01%	310
2020 Q4	$506K	Buy	6,075 +150	+3%	+$12.4K	0.01%	311
2020 Q3	$491K	Buy	5,925 +322	+6%	+$26.7K	0.02%	297
2020 Q2	$463K	Buy	5,603 +2,158	+63%	+$176K	0.02%	291
2020 Q1	$272K	Buy	3,445 +13	+0.4%	+$1.04K	0.01%	348
2019 Q4	$278K	Hold	3,432	–	–	0.01%	388
2019 Q3	$278K	Hold	3,432	–	–	0.01%	371
2019 Q2	$277K	Hold	3,432	–	–	0.01%	366
2019 Q1	$274K	Sell	3,432 -300	-8%	-$23.6K	0.01%	361
2018 Q4	$291K	Sell	3,732 -1,587	-30%	-$123K	0.01%	345
2018 Q3	$416K	Sell	5,319 -7,620	-59%	-$596K	0.01%	311
2018 Q2	$1.01M	Sell	12,939 -1,352	-9%	-$106K	0.04%	206
2018 Q1	$1.12M	Buy	14,291 +2,817	+25%	+$222K	0.04%	200
2017 Q4	$910K	Buy	11,474 +4,867	+74%	+$388K	0.03%	226
2017 Q3	$529K	Buy	6,607 +1,300	+24%	+$104K	0.02%	280
2017 Q2	$425K	Sell	5,307 -550	-9%	-$44K	0.02%	315
2017 Q1	$467K	Buy	5,857 +1,075	+22%	+$85.5K	0.02%	296
2016 Q4	$380K	Buy	4,782 +625	+15%	+$49.9K	0.02%	313
2016 Q3	$335K	Buy	4,157 +1,050	+34%	+$84.7K	0.01%	333
2016 Q2	$251K	Buy	3,107 +234	+8%	+$18.8K	0.01%	377
2016 Q1	$230K	Buy	+2,873	New	+$227K	0.01%	402
2013 Q4	–	Sell	-2,560	Closed	-$204K	–	544
2013 Q3	$204K	Buy	+2,560	New	+$203K	0.01%	388

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Gofen & Glossberg's VCSH Position: Q4 2022 in Review

Gofen & Glossberg increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 5.1% in Q4 2022, buying an estimated $13.2K and bringing the position to 3,617 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #449.

Gofen & Glossberg first reported a position in VCSH in Q3 2013 and has held it in 29 quarters since. The position peaked at $1.12M in Q1 2018. 1,279 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Gofen & Glossberg held 3,617 shares of Vanguard Short-Term Corporate Bond ETF worth $272K as of Q4 2022.
Gofen & Glossberg bought 177 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $13.2K.
Vanguard Short-Term Corporate Bond ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #449 holding.
Gofen & Glossberg first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2013 and has held it in 29 quarters since.
Gofen & Glossberg's Vanguard Short-Term Corporate Bond ETF position peaked at $1.12M in Q1 2018.
1,279 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.