J.M. Forbes & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

J.M. Forbes & Co’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
2022 Q4	–	Sell	-4,944	Closed	-$367K	–	113
2022 Q3	$367K	Buy	4,944 +15	+0.3%	+$1.14K	0.06%	84
2022 Q2	$376K	Sell	4,929 -177	-3%	-$13.6K	0.06%	85
2022 Q1	$399K	Hold	5,106	–	–	0.05%	88
2021 Q4	$415K	Buy	5,106 +30	+0.6%	+$2.45K	0.05%	90
2021 Q3	$418K	Buy	5,076 +12	+0.2%	+$992	0.05%	84
2021 Q2	$419K	Buy	+5,064	New	+$419K	0.05%	88

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

J.M. Forbes & Co's VCSH Position: Q4 2022 in Review

J.M. Forbes & Co sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 4,944 shares — an estimated $367K sold.

J.M. Forbes & Co first reported a position in VCSH in Q2 2021 and held it in 6 quarters. The position peaked at $419K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

J.M. Forbes & Co reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
J.M. Forbes & Co sold 4,944 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $367K.
J.M. Forbes & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
J.M. Forbes & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $419K in Q2 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on J.M. Forbes & Co's 13F filing for Q4 2022, filed 14 Feb 2023.