Intercontinental Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.35M Buy
17,797
+67
+0.4% +$5.09K 0.32% 65
2023
Q1
$1.35M Buy
+17,730
New +$1.34M 0.35% 57

Other funds holding VCSH

Intercontinental Wealth Advisors's VCSH Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.38% in Q2 2023, buying an estimated $5.09K and bringing the position to 17,797 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #65.

Intercontinental Wealth Advisors first reported a position in VCSH in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.35M in Q1 2023. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

  • Intercontinental Wealth Advisors held 17,797 shares of Vanguard Short-Term Corporate Bond ETF worth $1.35M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 67 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $5.09K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.32% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #65 holding.
  • Intercontinental Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.35M in Q1 2023.
  • 1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.