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

Halpern Financial’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
Q1 		– Sell
-331
Closed -$25.5K – 244
2023
Q4 		$25.5K Buy
+331
New +$25.1K 0.01% 127

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Halpern Financial's VCSH Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 331 shares — an estimated $25.5K sold.

Halpern Financial first reported a position in VCSH in Q4 2023 and held it in 1 quarter. The position peaked at $25.5K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • Halpern Financial reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 331 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $25.5K.
  • Halpern Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Halpern Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $25.5K in Q4 2023.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.