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Keystone Financial Group (Kentucky)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Keystone Financial Group (Kentucky)’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
-2,572
Closed -$212K – 315
2021
Q3 		$212K Sell
2,572
-389
-13% -$32.1K 0.04% 270
2021
Q2 		$245K Buy
2,961
+111
+4% +$9.18K 0.04% 257
2021
Q1 		$235K Sell
2,850
-99
-3% -$8.2K 0.05% 254
2020
Q4 		$245K Buy
2,949
+156
+6% +$12.9K 0.05% 228
2020
Q3 		$231K Sell
2,793
-48
-2% -$3.98K 0.06% 213
2020
Q2 		$235K Sell
2,841
-87
-3% -$7.08K 0.06% 194
2020
Q1 		$232K Sell
2,928
-514
-15% -$41.3K 0.08% 175
2019
Q4 		$279K Sell
3,442
-547
-14% -$44.3K 0.08% 191
2019
Q3 		$323K Buy
3,989
+3
+0.1% +$242 0.1% 165
2019
Q2 		$322K Buy
3,986
+217
+6% +$17.3K 0.1% 159
2019
Q1 		$301K Buy
3,769
+76
+2% +$5.99K 0.11% 160
2018
Q4 		$288K Buy
3,693
+73
+2% +$5.68K 0.13% 138
2018
Q3 		$282K Buy
3,620
+377
+12% +$29.5K 0.12% 153
2018
Q2 		$253K Buy
3,243
+102
+3% +$7.97K 0.14% 134
2018
Q1 		$246K Buy
+3,141
New +$247K 0.14% 129

Other funds holding VCSH

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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

Keystone Financial Group (Kentucky)'s VCSH Position: Q4 2021 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 2,572 shares — an estimated $212K sold.

Keystone Financial Group (Kentucky) first reported a position in VCSH in Q1 2018 and held it in 15 quarters. The position peaked at $323K in Q3 2019. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,572 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $212K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 15 quarters.
  • Keystone Financial Group (Kentucky)'s Vanguard Short-Term Corporate Bond ETF position peaked at $323K in Q3 2019.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2021, filed 11 Feb 2022.