High Pines Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

High Pines Wealth Management’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
2023 Q4	$3.89M	Sell	50,222 -2,238	-4%	-$170K	5.92%	6
2023 Q3	$3.94M	Buy	52,460 +16,826	+47%	+$1.27M	6.49%	6
2023 Q2	$2.7M	Buy	35,634 +3,447	+11%	+$262K	4.11%	9
2023 Q1	$2.45M	Sell	32,187 -173	-0.5%	-$13.1K	4.07%	9
2022 Q4	$2.43M	Sell	32,360 -557	-2%	-$41.6K	4.27%	9
2022 Q3	$2.44M	Sell	32,917 -781	-2%	-$59.5K	4.67%	7
2022 Q2	$2.57M	Sell	33,698 -24,011	-42%	-$1.84M	4.74%	8
2022 Q1	$4.51M	Buy	57,709 +1,496	+3%	+$119K	3.31%	13
2021 Q4	$4.57M	Buy	56,213 +8,412	+18%	+$687K	3.18%	15
2021 Q3	$3.94M	Buy	47,801 +3,945	+9%	+$326K	2.7%	19
2021 Q2	$3.63M	Buy	+43,856	New	+$3.63M	2.74%	18

Other funds holding VCSH

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

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

High Pines Wealth Management's VCSH Position: Q4 2023 in Review

High Pines Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.3% in Q4 2023, selling an estimated $170K and leaving 50,222 shares worth $3.89M. The position accounts for 5.92% of the portfolio, ranked #6.

High Pines Wealth Management first reported a position in VCSH in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.57M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

High Pines Wealth Management held 50,222 shares of Vanguard Short-Term Corporate Bond ETF worth $3.89M as of Q4 2023.
High Pines Wealth Management sold 2,238 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $170K.
Vanguard Short-Term Corporate Bond ETF made up 5.92% of High Pines Wealth Management's portfolio in Q4 2023, its #6 holding.
High Pines Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
High Pines Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $4.57M in Q4 2021.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.