Intergy Private Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Intergy Private Wealth’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 Q2	–	Sell	-20,524	Closed	-$1.59M	–	85
2024 Q1	$1.59M	Sell	20,524 -13,437	-40%	-$1.04M	0.65%	27
2023 Q4	$2.63M	Buy	33,961 +2,277	+7%	+$173K	1.14%	21
2023 Q3	$2.38M	Buy	31,684 +371	+1%	+$28K	1.19%	20
2023 Q2	$2.37M	Buy	31,313 +2,930	+10%	+$223K	1.16%	21
2023 Q1	$2.16M	Buy	28,383 +533	+2%	+$40.4K	1.21%	20
2022 Q4	$2.09M	Buy	27,850 +910	+3%	+$68K	1.31%	19
2022 Q3	$2M	Buy	26,940 +2,199	+9%	+$168K	1.42%	19
2022 Q2	$1.89M	Sell	24,741 -10,700	-30%	-$822K	1.49%	16
2022 Q1	$2.77M	Buy	35,441 +10,702	+43%	+$851K	1.93%	13
2021 Q4	$2.01M	Buy	+24,739	New	+$2.02M	1.57%	19

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Intergy Private Wealth's VCSH Position: Q2 2024 in Review

Intergy Private Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 20,524 shares — an estimated $1.59M sold.

Intergy Private Wealth first reported a position in VCSH in Q4 2021 and held it in 10 quarters. The position peaked at $2.77M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Intergy Private Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Intergy Private Wealth sold 20,524 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $1.59M.
Intergy Private Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Intergy Private Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $2.77M in Q1 2022.
1,242 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Intergy Private Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.