Kelly Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kelly Financial Services’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
2023 Q1	–	Sell	-20	Closed	-$1.5K	–	729
2022 Q4	$1.5K	Hold	20	–	–	﹤0.01%	529
2022 Q3	$1.49K	Sell	20 -94	-82%	-$7.16K	﹤0.01%	539
2022 Q2	$8.7K	Hold	114	–	–	﹤0.01%	342
2022 Q1	$8.88K	Buy	114 +1	+0.9%	+$80	﹤0.01%	351
2021 Q4	$9.22K	Hold	113	–	–	﹤0.01%	358
2021 Q3	$9.3K	Sell	113 -9,189	-99%	-$759K	0.01%	341
2021 Q2	$112K	Buy	9,302 +9,282	+46,410%	+$767K	﹤0.01%	361
2021 Q1	$1.65K	Hold	20	–	–	﹤0.01%	520
2020 Q4	$1.67K	Hold	20	–	–	﹤0.01%	479
2020 Q3	$1.66K	Hold	20	–	–	﹤0.01%	448
2020 Q2	$1.65K	Hold	20	–	–	﹤0.01%	456
2020 Q1	$1.58K	Hold	20	–	–	﹤0.01%	408
2019 Q4	$1.62K	Hold	20	–	–	﹤0.01%	434
2019 Q3	$1.62K	Hold	20	–	–	﹤0.01%	421
2019 Q2	$1.61K	Hold	20	–	–	﹤0.01%	395
2019 Q1	$1.59K	Buy	+20	New	+$1.58K	﹤0.01%	393

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Kelly Financial Services's VCSH Position: Q1 2023 in Review

Kelly Financial Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 20 shares — an estimated $1.5K sold.

Kelly Financial Services first reported a position in VCSH in Q1 2019 and held it in 16 quarters. The position peaked at $112K in Q2 2021. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Kelly Financial Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 20 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $1.5K.
Kelly Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and held it in 16 quarters.
Kelly Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $112K in Q2 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.