Johanson Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Johanson Financial Advisors’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
2021 Q4	$1.46M	Buy	17,943 +4,869	+37%	+$398K	0.45%	51
2021 Q3	$1.08M	Sell	13,074 -186	-1%	-$15.4K	0.37%	58
2021 Q2	$1.1M	Buy	13,260 +369	+3%	+$30.5K	0.37%	58
2021 Q1	$1.06M	Buy	12,891 +2,401	+23%	+$199K	0.39%	54
2020 Q4	$873K	Buy	10,490 +426	+4%	+$35.3K	0.35%	57
2020 Q3	$833K	Buy	10,064 +55	+0.5%	+$4.56K	0.37%	55
2020 Q2	$827K	Buy	10,009 +1,710	+21%	+$139K	0.41%	52
2020 Q1	$656K	Sell	8,299 -620,800	-99%	-$49.9M	0.38%	53
2019 Q4	$7.76M	Buy	629,099 +619,987	+6,804%	+$50.2M	0.37%	49
2019 Q3	$738K	Sell	9,112 -258	-3%	-$20.8K	0.38%	55
2019 Q2	$756K	Buy	9,370 +3,527	+60%	+$282K	0.4%	56
2019 Q1	$466K	Buy	5,843 +238	+4%	+$18.8K	0.26%	68
2018 Q4	$436K	Sell	5,605 -2,271	-29%	-$177K	0.29%	63
2018 Q3	$615K	Buy	+7,876	New	+$616K	0.36%	57

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Johanson Financial Advisors's VCSH Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 37% in Q4 2021, buying an estimated $398K and bringing the position to 17,943 shares worth $1.46M. The position accounts for 0.45% of the portfolio, ranked #51.

Johanson Financial Advisors first reported a position in VCSH in Q3 2018 and has held it in 14 quarters since. The position peaked at $7.76M in Q4 2019. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

Johanson Financial Advisors held 17,943 shares of Vanguard Short-Term Corporate Bond ETF worth $1.46M as of Q4 2021.
Johanson Financial Advisors bought 4,869 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $398K.
Vanguard Short-Term Corporate Bond ETF made up 0.45% of Johanson Financial Advisors's portfolio in Q4 2021, its #51 holding.
Johanson Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and has held it in 14 quarters since.
Johanson Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $7.76M in Q4 2019.
1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.