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

Goldstone 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
2026 Q1	$8.76M	Sell	110,505 -1,774	-2%	-$141K	0.95%	27
2025 Q4	$8.95M	Buy	112,279 +3,999	+4%	+$319K	1%	32
2025 Q3	$8.65M	Sell	108,280 -31,568	-23%	-$2.51M	1.02%	31
2025 Q2	$11.1M	Sell	139,848 -22,386	-14%	-$1.76M	1.46%	20
2025 Q1	$12.8M	Buy	162,234 +7,795	+5%	+$611K	1.94%	12
2024 Q4	$12M	Buy	154,439 +11,424	+8%	+$896K	1.89%	14
2024 Q3	$11.4M	Sell	143,015 -19,345	-12%	-$1.52M	1.98%	14
2024 Q2	$12.5M	Buy	162,360 +10,626	+7%	+$817K	2.52%	8
2024 Q1	$11.7M	Buy	151,734 +5,991	+4%	+$462K	2.69%	8
2023 Q4	$11.3M	Sell	145,743 -8,021	-5%	-$608K	2.91%	8
2023 Q3	$11.6M	Sell	153,764 -414	-0.3%	-$31.2K	3.42%	5
2023 Q2	$11.7M	Sell	154,178 -71,833	-32%	-$5.46M	3.43%	4
2023 Q1	$17.2M	Buy	+226,011	New	+$17.1M	5.68%	3

Other funds holding VCSH

Bank of America

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Royal Bank of Canada

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

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