HWM
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Howard Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Howard 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
2024
Q4 		– Sell
-4,316
Closed -$343K – 120
2024
Q3 		$343K Sell
4,316
-1,821
-30% -$143K 0.2% 89
2024
Q2 		$474K Sell
6,137
-3,357
-35% -$258K 0.37% 63
2024
Q1 		$734K Sell
9,494
-809
-8% -$62.5K 0.6% 43
2023
Q4 		$797K Sell
10,303
-1,691
-14% -$128K 0.67% 41
2023
Q3 		$901K Sell
11,994
-1,409
-11% -$106K 0.83% 34
2023
Q2 		$1.01M Sell
13,403
-656
-5% -$49.9K 0.88% 29
2023
Q1 		$1.07M Sell
14,059
-646
-4% -$48.9K 0.89% 30
2022
Q4 		$1.11M Sell
14,705
-4,703
-24% -$351K 0.91% 32
2022
Q3 		$1.44M Buy
+19,408
New +$1.48M 1.02% 28
2022
Q2 		– Sell
-35,515
Closed -$2.77M – 123
2022
Q1 		$2.77M Sell
35,515
-1,017
-3% -$80.9K 1.51% 17
2021
Q4 		$2.97M Sell
36,532
-233
-0.6% -$19K 1.57% 14
2021
Q3 		$3.03M Buy
36,765
+334
+0.9% +$27.6K 1.69% 15
2021
Q2 		$3.01M Buy
36,431
+563
+2% +$46.5K 1.66% 15
2021
Q1 		$2.96M Buy
35,868
+116
+0.3% +$9.61K 1.73% 15
2020
Q4 		$2.98M Buy
35,752
+3,247
+10% +$269K 1.86% 13
2020
Q3 		$2.69M Buy
32,505
+6,570
+25% +$545K 1.92% 14
2020
Q2 		$2.14M Buy
25,935
+4,715
+22% +$384K 1.75% 16
2020
Q1 		$1.68M Buy
21,220
+4,369
+26% +$351K 1.76% 15
2019
Q4 		$1.36M Buy
+16,851
New +$1.37M 1.14% 20

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Morgan Stanley
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Wealth Management's VCSH Position: Q4 2024 in Review

Howard Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 4,316 shares — an estimated $343K sold.

Howard Wealth Management first reported a position in VCSH in Q4 2019 and held it in 19 quarters. The position peaked at $3.03M in Q3 2021. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Howard Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Howard Wealth Management sold 4,316 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $343K.
  • Howard Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Howard Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $3.03M in Q3 2021.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Howard Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.