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Keudell/Morrison Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Keudell/Morrison Wealth Management’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 		– Sell
-2,804
Closed -$231K – 201
2021
Q3 		$231K Buy
+2,804
New +$232K 0.1% 160

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Keudell/Morrison Wealth Management's VCSH Position: Q4 2021 in Review

Keudell/Morrison Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 2,804 shares — an estimated $231K sold.

Keudell/Morrison Wealth Management first reported a position in VCSH in Q3 2021 and held it in 1 quarter. The position peaked at $231K in Q3 2021. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Keudell/Morrison Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,804 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $231K.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $231K in Q3 2021.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.